ASSETMARK, INC - 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
ASSETMARK, INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$30,374
-96.5%
200
-96.4%
0.00%
-100.0%
Q2 2023$878,837
-84.3%
5,617
-86.7%
0.00%
-87.5%
Q4 2022$5,599,810
+847.5%
42,295
+1038.2%
0.02%
+1100.0%
Q1 2022$591,000
+29450.0%
3,716
+30866.7%
0.00%
Q4 2021$2,00012
+300.0%
0.00%
Q2 2021$0
-100.0%
3
-97.8%
0.00%
Q1 2021$19,000
+216.7%
134
+191.3%
0.00%
Q4 2020$6,000
+50.0%
46
+27.8%
0.00%
Q3 2020$4,000
-80.0%
36
-86.6%
0.00%
Q3 2016$20,000
+150.0%
268
+137.2%
0.00%
Q1 2016$8,000
-95.7%
113
-95.8%
0.00%
-100.0%
Q4 2015$188,000
+235.7%
2,699
+219.0%
0.00%
+200.0%
Q3 2015$56,000846
+16820.0%
0.00%
Q2 2015$05
+66.7%
0.00%
Q1 2015$0
-100.0%
3
-98.8%
0.00%
Q4 2014$17,000
+70.0%
249
+55.6%
0.00%
Q4 2013$10,0001600.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders