SFMG, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 324 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
SFMG, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$256,477
+5.6%
1,3000.0%0.02%
+4.8%
Q1 2024$242,931
+10.4%
1,3000.0%0.02%
+5.0%
Q4 2023$220,064
-3.1%
1,300
-10.5%
0.02%
-13.0%
Q2 2023$227,180
+9.3%
1,4520.0%0.02%
+4.5%
Q1 2023$207,839
+3.4%
1,452
-10.2%
0.02%
-4.3%
Q3 2022$201,000
-5.6%
1,6170.0%0.02%
-8.0%
Q2 2022$213,000
-17.1%
1,6170.0%0.02%0.0%
Q1 2022$257,000
-5.5%
1,6170.0%0.02%
-3.8%
Q4 2021$272,000
+10.6%
1,6170.0%0.03%
-3.7%
Q3 2021$246,0001,6170.03%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
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