Sonora Investment Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 123 filers reported holding VANGUARD WORLD FD in Q1 2018. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sonora Investment Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2021$30,000
+500.0%
200
+263.6%
0.00%
+300.0%
Q4 2018$5,000
-16.7%
550.0%0.00%0.0%
Q3 2018$6,000
+20.0%
550.0%0.00%0.0%
Q2 2018$5,000
-99.9%
550.0%0.00%0.0%
Q1 2018$4,982,000
-1.3%
550.0%0.00%0.0%
Q4 2017$5,048,000
+6.4%
550.0%0.00%0.0%
Q3 2017$4,745,000
+4.1%
550.0%0.00%0.0%
Q2 2017$4,559,000
+2.8%
550.0%0.00%0.0%
Q1 2017$4,436,000
+5.6%
550.0%0.00%0.0%
Q4 2016$4,199,000
+3.5%
550.0%0.00%0.0%
Q3 2016$4,056,000
+3.1%
550.0%0.00%0.0%
Q2 2016$3,933,000
+0.4%
550.0%0.00%0.0%
Q1 2016$3,918,000
+97850.0%
550.0%0.00%0.0%
Q4 2015$4,0000.0%550.0%0.00%0.0%
Q3 2015$4,000550.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2018
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders