J.P. Morgan Private Wealth Advisors LLC - 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
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$19,161,175
-1.3%
126,168
+1.7%
0.06%
-45.5%
Q2 2023$19,411,836
+8.4%
124,069
-0.8%
0.10%
+165.8%
Q1 2023$17,900,659
+9.1%
125,057
+0.9%
0.04%
+2.7%
Q4 2022$16,402,904
+5.1%
123,889
-0.9%
0.04%
-9.8%
Q3 2022$15,605,000
-4.8%
125,019
+0.5%
0.04%
-2.4%
Q2 2022$16,396,000
-17.1%
124,394
+0.0%
0.04%
-2.3%
Q1 2022$19,782,000
-5.4%
124,385
+0.0%
0.04%
-4.4%
Q4 2021$20,905,000
+10.1%
124,377
-0.1%
0.04%
-2.2%
Q3 2021$18,980,000
+1391.0%
124,550
+1390.0%
0.05%
+1433.3%
Q2 2021$1,273,000
+27.3%
8,359
+17.2%
0.00%0.0%
Q1 2021$1,000,000
-17.9%
7,134
-21.8%
0.00%
-25.0%
Q4 2020$1,218,000
+11.4%
9,126
+0.1%
0.00%0.0%
Q3 2020$1,093,000
-18.1%
9,114
-25.2%
0.00%
-33.3%
Q2 2020$1,334,000
-23.9%
12,192
-36.8%
0.01%
-40.0%
Q1 2020$1,753,000
-35.2%
19,282
-20.3%
0.01%
-16.7%
Q4 2019$2,704,000
+6.5%
24,201
-1.7%
0.01%
-7.7%
Q3 2019$2,539,000
-7.6%
24,626
-9.2%
0.01%
-13.3%
Q2 2019$2,747,000
+2.7%
27,128
-0.9%
0.02%
+7.1%
Q1 2019$2,675,000
+2.4%
27,378
-9.0%
0.01%
-12.5%
Q4 2018$2,613,000
-18.5%
30,076
-5.7%
0.02%0.0%
Q3 2018$3,206,000
+7.4%
31,907
-0.2%
0.02%
-5.9%
Q2 2018$2,986,000
-13.3%
31,975
-15.9%
0.02%
-26.1%
Q1 2018$3,444,000
-44.1%
38,020
-43.4%
0.02%
-43.9%
Q4 2017$6,161,000
-0.5%
67,117
-6.5%
0.04%
-8.9%
Q3 2017$6,190,000
+8.3%
71,752
+4.1%
0.04%
+4.7%
Q2 2017$5,716,000
+9.4%
68,957
+6.4%
0.04%
+7.5%
Q1 2017$5,227,000
+11.7%
64,809
+5.7%
0.04%
-2.4%
Q4 2016$4,680,000
+9.8%
61,299
+6.0%
0.04%
+2.5%
Q3 2016$4,263,000
+13.0%
57,803
+9.5%
0.04%
+8.1%
Q2 2016$3,774,000
+6.9%
52,776
+4.8%
0.04%
+8.8%
Q1 2016$3,529,000
+12.3%
50,350
+11.8%
0.03%
+6.2%
Q4 2015$3,142,000
+4.2%
45,030
-2.5%
0.03%
-15.8%
Q3 2015$3,015,000
+27.9%
46,180
+37.7%
0.04%
+40.7%
Q2 2015$2,358,000
-6.8%
33,540
-6.7%
0.03%
-6.9%
Q1 2015$2,531,000
+6.3%
35,965
+6.1%
0.03%
+3.6%
Q4 2014$2,380,000
-25.1%
33,890
-27.9%
0.03%
-31.7%
Q3 2014$3,177,000
-6.0%
47,030
-6.9%
0.04%
-28.1%
Q2 2014$3,380,000
+19.8%
50,495
+14.3%
0.06%
+9.6%
Q1 2014$2,821,000
+255.3%
44,165
+251.2%
0.05%
+225.0%
Q4 2013$794,00012,5750.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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