SFMG, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SFMG, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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 Q3 2023
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