Beaumont Financial Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2022$483,000
-5.5%
3,8730.0%0.05%0.0%
Q2 2022$511,000
-24.3%
3,873
-8.7%
0.05%
-9.8%
Q1 2022$675,000
-98.2%
4,243
-98.1%
0.05%
-98.1%
Q4 2021$37,278,000
+12.2%
221,789
+1.7%
2.70%
+5.5%
Q3 2021$33,222,000
+93.3%
218,009
+93.2%
2.56%
+95.5%
Q2 2021$17,191,000
+4388.5%
112,844
+4025.9%
1.31%
+3996.9%
Q1 2021$383,000
-95.6%
2,735
-95.8%
0.03%
-95.9%
Q4 2020$8,778,000
+44.5%
65,778
+29.8%
0.78%
+34.3%
Q3 2020$6,076,000
-29.9%
50,675
-36.0%
0.58%
-35.9%
Q2 2020$8,662,000
+588.0%
79,143
+602.1%
0.90%
+629.8%
Q4 2019$1,259,000
+261.8%
11,272
+233.8%
0.12%
+254.3%
Q3 2019$348,0003,3770.04%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders