CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 203 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is 0.28 and the average weighting 0.6%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$19,655,864
+1.5%
99,629
-3.8%
0.06%
-11.3%
Q1 2024$19,362,041
+7.4%
103,612
-2.7%
0.07%
+14.5%
Q4 2023$18,022,024
+6.5%
106,463
-4.4%
0.06%
-4.6%
Q3 2023$16,919,180
-1.3%
111,406
+1.6%
0.06%
-4.4%
Q2 2023$17,149,264
+345.4%
109,608
+307.5%
0.07%
+300.0%
Q1 2023$3,849,939
+14.6%
26,896
+6.0%
0.02%0.0%
Q4 2022$3,360,118
+737.9%
25,379
+690.4%
0.02%
+750.0%
Q3 2022$401,000
+72.8%
3,211
+82.3%
0.00%
+100.0%
Q2 2022$232,000
-36.3%
1,761
-23.0%
0.00%
-50.0%
Q1 2022$364,000
-6.2%
2,287
-0.8%
0.00%
-33.3%
Q4 2021$388,000
+10.2%
2,305
+0.1%
0.00%0.0%
Q3 2021$352,000
+217.1%
2,303
+216.3%
0.00%
+200.0%
Q2 2021$111,000
+8.8%
728
+0.3%
0.00%0.0%
Q1 2021$102,000
+32.5%
726
+26.5%
0.00%0.0%
Q4 2020$77,000
+8.5%
574
-2.0%
0.00%0.0%
Q3 2020$71,000
+20.3%
586
+9.7%
0.00%0.0%
Q2 2020$59,0005340.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2020
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,011$55,055,00018.93%
Global Endowment Management, LP 1,410,500$154,380,00011.55%
Cadence Bank 423,487$46,350,0009.56%
Black Diamond Financial, LLC 120,205$13,156,0008.59%
Verus Financial Partners, Inc. 290,062$31,747,0006.84%
HILLTOP WEALTH ADVISORS, LLC 31,873$3,489,0003.82%
Gray Wealth Management Inc. 37,583$4,1123.55%
Capital Advantage, Inc. 84,579$9,257,0003.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 302,549$33,117,0003.22%
Heartwood Wealth Advisors LLC 196,488$14,456,0002.86%
View complete list of VANGUARD WORLD FD shareholders