CWM, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
CWM, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$249
-2.7%
1,6370.0%0.00%0.0%
Q2 2023$256
+59.0%
1,637
+45.6%
0.00%
+100.0%
Q1 2023$161
+8.1%
1,124
-0.4%
0.00%0.0%
Q4 2022$149
-99.9%
1,129
-2.8%
0.00%0.0%
Q3 2022$145,000
-5.2%
1,1620.0%0.00%0.0%
Q2 2022$153,000
-3.2%
1,162
+17.1%
0.00%0.0%
Q1 2022$158,000
-1.2%
992
+4.0%
0.00%0.0%
Q4 2021$160,000
+10.3%
9540.0%0.00%0.0%
Q2 2021$145,0000.0%9540.0%0.00%0.0%
Q1 2021$145,0000.0%9540.0%0.00%0.0%
Q4 2020$145,0000.0%9540.0%0.00%0.0%
Q3 2020$145,0000.0%9540.0%0.00%0.0%
Q2 2020$145,0000.0%9540.0%0.00%0.0%
Q1 2020$145,0000.0%9540.0%0.00%0.0%
Q4 2019$145,0000.0%9540.0%0.00%0.0%
Q3 2019$145,0000.0%9540.0%0.00%0.0%
Q2 2019$145,0000.0%9540.0%0.00%0.0%
Q1 2019$145,000
+0.7%
954
-42.4%
0.00%
-75.0%
Q4 2018$144,0001,6550.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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