Simplicity Solutions, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 266 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$10,357,000
+3167.2%
78,577
+3379.9%
1.34%
+1818.6%
Q1 2021$317,000
-67.3%
2,258
-68.9%
0.07%
+400.0%
Q4 2020$968,000
+60.0%
7,253
+43.7%
0.01%
+27.3%
Q3 2020$605,000
+167.7%
5,046
+144.4%
0.01%
+175.0%
Q2 2020$226,000
-21.5%
2,065
-26.1%
0.00%
-66.7%
Q3 2019$288,000
+19.5%
2,796
+17.2%
0.01%
+20.0%
Q2 2019$241,000
-48.9%
2,385
-50.7%
0.01%
-64.3%
Q1 2019$472,000
+4.0%
4,835
-7.4%
0.03%
-52.5%
Q4 2018$454,0005,2200.06%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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