B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,211,744
-2.2%
21,148
+0.8%
0.09%
+17.6%
Q2 2023$3,282,365
+5.5%
20,979
-3.5%
0.07%
-10.8%
Q1 2023$3,111,967
+6.8%
21,741
-1.2%
0.08%
+1.2%
Q4 2022$2,913,694
+5.5%
22,007
-0.6%
0.08%
-1.2%
Q3 2022$2,763,000
+10.3%
22,134
+16.4%
0.08%
-21.0%
Q2 2022$2,506,000
-17.5%
19,013
-0.5%
0.10%
+6.1%
Q1 2022$3,039,000
-4.1%
19,103
+1.3%
0.10%
+8.8%
Q4 2021$3,170,000
+14.3%
18,857
+3.6%
0.09%
+3.4%
Q3 2021$2,774,000
+5.5%
18,204
+5.5%
0.09%
+3.5%
Q2 2021$2,630,000
+21.1%
17,263
+11.5%
0.08%
+10.4%
Q1 2021$2,171,000
+14.0%
15,481
+8.5%
0.08%
-24.5%
Q4 2020$1,905,000
+15.7%
14,270
+3.9%
0.10%
+15.9%
Q3 2020$1,647,000
+17.5%
13,729
+7.2%
0.09%
-6.4%
Q2 2020$1,402,000
+27.7%
12,805
+6.1%
0.09%0.0%
Q1 2020$1,098,000
-27.3%
12,066
-10.7%
0.09%
-26.6%
Q4 2019$1,510,000
+10.1%
13,511
+1.6%
0.13%
-5.2%
Q3 2019$1,371,000
+2.1%
13,292
+0.2%
0.14%
-8.2%
Q2 2019$1,343,000
+6.4%
13,260
+2.7%
0.15%
-7.0%
Q1 2019$1,262,000
+17.8%
12,916
+4.8%
0.16%
+3.9%
Q4 2018$1,071,000
-13.3%
12,319
+0.2%
0.15%
+3.4%
Q3 2018$1,236,000
+17.7%
12,290
+9.3%
0.15%
+5.8%
Q2 2018$1,050,000
+3.6%
11,243
+0.5%
0.14%
-2.1%
Q1 2018$1,014,000
-7.4%
11,187
-6.2%
0.14%
-4.1%
Q4 2017$1,095,000
+8.3%
11,929
+1.8%
0.15%
-11.9%
Q3 2017$1,011,000
+15.4%
11,715
+10.9%
0.17%
+5.7%
Q2 2017$876,000
+12.3%
10,559
+9.2%
0.16%
+1.9%
Q1 2017$780,000
+9.7%
9,669
+3.8%
0.16%
+7.6%
Q4 2016$711,000
+5.5%
9,312
+1.9%
0.14%
+9.8%
Q3 2016$674,0009,1340.13%
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