CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 255 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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 Q1 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders