PHILLIPS FINANCIAL MANAGEMENT, LLC - 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
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,487,051
-3.1%
49,299
-0.2%
0.71%
-1.0%
Q2 2023$7,726,633
+8.7%
49,384
-0.6%
0.72%
+4.5%
Q1 2023$7,111,206
+5.7%
49,680
-2.2%
0.69%
+0.3%
Q4 2022$6,728,313
+0.8%
50,818
-5.0%
0.68%
-7.1%
Q3 2022$6,674,000
-9.0%
53,470
-3.9%
0.74%
-7.4%
Q2 2022$7,334,000
-18.8%
55,637
-2.0%
0.80%
-7.0%
Q1 2022$9,032,000
-5.6%
56,791
-0.2%
0.86%
-8.8%
Q4 2021$9,568,000
+10.3%
56,9270.0%0.94%
+4.3%
Q3 2021$8,675,000
-0.4%
56,927
-0.5%
0.90%0.0%
Q2 2021$8,712,000
+8.6%
57,185
-0.1%
0.90%
-9.0%
Q1 2021$8,023,000
+5.1%
57,2170.0%0.99%
-5.4%
Q4 2020$7,636,000
+12.7%
57,217
+1.3%
1.04%
-1.6%
Q3 2020$6,774,000
+24.1%
56,501
+13.3%
1.06%
+18.6%
Q2 2020$5,459,000
+76.2%
49,876
+40.1%
0.89%
+45.4%
Q1 2020$3,099,000
-26.1%
35,607
-5.2%
0.62%
-10.6%
Q4 2019$4,195,000
+6.4%
37,548
-1.8%
0.69%
-0.7%
Q3 2019$3,943,000
-1.2%
38,245
-2.1%
0.69%
-5.2%
Q2 2019$3,989,000
+0.5%
39,065
-2.8%
0.73%
-3.4%
Q1 2019$3,971,000
+13.7%
40,198
-0.0%
0.76%
+1.5%
Q4 2018$3,493,000
-15.8%
40,210
-2.2%
0.75%
-12.6%
Q3 2018$4,149,000
+8.5%
41,101
+0.6%
0.85%
+5.7%
Q2 2018$3,824,000
+4.7%
40,838
-0.1%
0.81%
+2.1%
Q1 2018$3,652,000
-5.3%
40,880
-0.3%
0.79%
-2.7%
Q4 2017$3,858,000
+9.0%
40,995
-0.1%
0.81%
+4.9%
Q3 2017$3,539,000
+1.7%
41,0250.0%0.78%
-2.5%
Q2 2017$3,479,000
+6.2%
41,025
-0.3%
0.80%
+0.1%
Q1 2017$3,276,000
+2.9%
41,144
+0.2%
0.79%
-0.4%
Q4 2016$3,185,000
+4.3%
41,062
-2.1%
0.80%
-1.8%
Q3 2016$3,054,000
-3.7%
41,959
-2.4%
0.81%
-4.4%
Q2 2016$3,171,000
-3.3%
42,973
-7.4%
0.85%
-6.6%
Q1 2016$3,278,000
+9.2%
46,4190.0%0.91%
+0.2%
Q4 2015$3,001,000
-4.8%
46,419
-0.8%
0.91%
-1.3%
Q3 2015$3,153,000
-9.3%
46,807
-2.0%
0.92%
-4.3%
Q2 2015$3,476,000
+0.1%
47,756
-1.6%
0.96%
+1.1%
Q1 2015$3,471,000
+3.4%
48,509
-0.1%
0.95%
-1.2%
Q4 2014$3,356,000
+1.0%
48,562
-4.4%
0.96%
-4.2%
Q3 2014$3,323,000
-4.9%
50,799
-2.4%
1.00%
-3.7%
Q2 2014$3,494,000
+5.6%
52,037
+0.2%
1.04%
+0.3%
Q1 2014$3,309,000
+0.7%
51,923
-1.1%
1.04%
-4.5%
Q4 2013$3,285,000
+23.3%
52,501
+13.7%
1.09%
+15.5%
Q3 2013$2,665,000
+0.3%
46,162
-0.2%
0.94%
-2.4%
Q2 2013$2,656,00046,2640.97%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders