Destination Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,158,890
-6.9%
47,138
-4.0%
0.28%
-3.1%
Q2 2023$7,685,527
+8.0%
49,121
-1.2%
0.29%
+6.3%
Q1 2023$7,119,136
+7.2%
49,735
-0.8%
0.27%
+2.3%
Q4 2022$6,639,277
+7.5%
50,146
+1.4%
0.26%
+1.5%
Q3 2022$6,175,000
-7.5%
49,468
-2.3%
0.26%
-3.3%
Q2 2022$6,675,000
-18.8%
50,641
-2.0%
0.27%
-11.8%
Q1 2022$8,222,000
-12.1%
51,696
-7.1%
0.30%
-7.9%
Q4 2021$9,349,000
+7.2%
55,621
-2.8%
0.33%
-2.4%
Q3 2021$8,719,000
+3.5%
57,217
+3.5%
0.34%
+4.3%
Q2 2021$8,423,000
+11.7%
55,288
+2.8%
0.32%
+4.2%
Q1 2021$7,544,000
+111.3%
53,795
+101.1%
0.31%
+101.3%
Q4 2020$3,570,000
+9.0%
26,754
-2.1%
0.16%
-6.6%
Q3 2020$3,276,000
+9.9%
27,320
+0.3%
0.17%
+3.1%
Q2 2020$2,980,000
+43.3%
27,228
+19.0%
0.16%
+25.8%
Q1 2020$2,080,00022,8730.13%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders