Institute for Wealth Management, LLC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$297,514
-3.2%
1,959
-0.3%
0.05%
+3.8%
Q2 2023$307,288
+29.6%
1,964
+18.5%
0.05%
+15.6%
Q1 2023$237,183
+4.5%
1,657
+22.7%
0.04%
+21.6%
Q4 2021$227,000
+2.7%
1,350
-6.9%
0.04%
-5.1%
Q3 2021$221,0001,4500.04%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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