Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,023,480
+18.1%
39,662
+21.6%
0.24%
+15.1%
Q2 2023$5,101,572
+41.0%
32,606
+29.0%
0.20%
+30.6%
Q1 2023$3,617,393
+14.7%
25,272
+6.1%
0.16%
+6.1%
Q4 2022$3,152,748
+23.6%
23,812
+16.5%
0.15%
+10.4%
Q3 2022$2,550,000
+6.7%
20,431
+12.7%
0.13%
+7.2%
Q2 2022$2,389,000
-47.1%
18,127
-36.2%
0.12%
-44.4%
Q1 2022$4,518,000
-8.2%
28,407
-2.9%
0.22%
-8.5%
Q4 2021$4,919,000
+1.5%
29,268
-8.0%
0.25%
-10.9%
Q3 2021$4,848,000
+1.6%
31,810
+1.6%
0.28%
-4.5%
Q2 2021$4,772,000
+16.9%
31,324
+7.6%
0.29%
-11.6%
Q1 2021$4,081,000
+85.6%
29,104
+76.6%
0.33%
+94.6%
Q4 2020$2,199,000
+89.9%
16,478
+70.6%
0.17%
+69.7%
Q3 2020$1,158,000
+239.6%
9,660
+210.0%
0.10%
+209.4%
Q2 2020$341,0003,1160.03%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders