FORVIS Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$47,315,887
-3.7%
311,555
-0.8%
1.43%
-0.8%
Q2 2023$49,153,065
+8.7%
314,157
-0.6%
1.44%
-2.7%
Q1 2023$45,218,456
+66.1%
315,904
+53.6%
1.48%
+55.5%
Q4 2022$27,225,547
+7.2%
205,631
+1.1%
0.95%
-7.1%
Q3 2022$25,395,000
-12.3%
203,453
-7.4%
1.02%
-12.5%
Q2 2022$28,965,000
-8.2%
219,750
+10.8%
1.17%
-12.3%
Q1 2022$31,547,000
-7.3%
198,360
-2.1%
1.34%
-6.7%
Q4 2021$34,044,000
+17.1%
202,545
+6.1%
1.43%
+7.2%
Q3 2021$29,079,000
+18.7%
190,821
+18.7%
1.34%
+17.2%
Q2 2021$24,494,000
+17.3%
160,787
+8.0%
1.14%
+9.9%
Q1 2021$20,886,000
+21.0%
148,939
+15.1%
1.04%
+19.9%
Q4 2020$17,266,000
+18.8%
129,380
+6.7%
0.86%
+2.1%
Q3 2020$14,538,000
+63.8%
121,247
+49.5%
0.85%
+47.3%
Q2 2020$8,875,00081,0900.58%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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