Legacy Private Trust Co. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,236,525
-3.1%
8,142
-0.2%
0.11%0.0%
Q2 2023$1,276,244
+9.3%
8,1570.0%0.11%
+6.0%
Q1 2023$1,167,592
+8.1%
8,1570.0%0.10%
+2.0%
Q4 2022$1,079,986
-4.4%
8,157
-9.9%
0.10%
-8.4%
Q3 2022$1,130,000
-5.3%
9,0530.0%0.11%0.0%
Q2 2022$1,193,000
-17.2%
9,0530.0%0.11%
-4.5%
Q1 2022$1,440,000
-5.4%
9,0530.0%0.11%
-1.8%
Q4 2021$1,522,000
+10.3%
9,0530.0%0.11%
+1.8%
Q3 2021$1,380,000
+0.1%
9,0530.0%0.11%
-3.4%
Q2 2021$1,379,000
+8.6%
9,0530.0%0.12%
+0.9%
Q1 2021$1,270,000
+4.2%
9,053
-0.9%
0.12%0.0%
Q4 2020$1,219,000
+11.3%
9,1330.0%0.12%
+1.8%
Q3 2020$1,095,000
+18.8%
9,133
+8.4%
0.11%
+10.8%
Q2 2020$922,000
-12.1%
8,426
-26.9%
0.10%
-25.0%
Q1 2020$1,049,000
-43.4%
11,530
-30.5%
0.14%
-29.9%
Q4 2019$1,852,000
+8.3%
16,5800.0%0.19%
+1.6%
Q3 2019$1,710,000
+1.8%
16,5800.0%0.19%0.0%
Q2 2019$1,679,000
+3.6%
16,5800.0%0.19%
-0.5%
Q1 2019$1,620,000
+74.9%
16,580
+55.5%
0.19%
+60.0%
Q4 2018$926,000
-21.7%
10,662
-9.4%
0.12%
-10.4%
Q3 2018$1,182,000
+7.7%
11,7620.0%0.13%
+2.3%
Q2 2018$1,098,000
+3.0%
11,7620.0%0.13%
+4.8%
Q1 2018$1,066,000
-2.2%
11,762
-0.9%
0.12%
-1.6%
Q4 2017$1,090,000
+1.5%
11,872
-4.6%
0.13%
-3.1%
Q3 2017$1,074,000
-1.2%
12,447
-5.1%
0.13%
-5.1%
Q2 2017$1,087,000
-35.0%
13,117
-36.8%
0.14%
-35.8%
Q1 2017$1,673,000
+21.1%
20,742
+14.7%
0.22%
+15.0%
Q4 2016$1,381,000
-46.5%
18,091
-48.3%
0.19%
-46.7%
Q3 2016$2,582,000
-47.0%
35,015
-48.6%
0.35%
-50.5%
Q2 2016$4,873,000
+193.2%
68,148
+187.5%
0.71%
+182.5%
Q1 2016$1,662,000
+71.2%
23,702
+70.3%
0.25%
+69.6%
Q4 2015$971,00013,9200.15%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders