Gradient Investments 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
Gradient Investments LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$12,517
+9.3%
800.0%0.00%
Q1 2023$11,451
-23.5%
80
-29.2%
0.00%
Q4 2022$14,961
+6.9%
1130.0%0.00%
Q3 2022$14,000
-6.7%
1130.0%0.00%
Q2 2022$15,000
-37.5%
113
-26.1%
0.00%
-100.0%
Q1 2022$24,000
-7.7%
1530.0%0.00%0.0%
Q4 2021$26,000
+85.7%
153
+64.5%
0.00%
Q3 2021$14,000
+600.0%
93
+342.9%
0.00%
Q4 2019$2,000
-66.7%
21
-61.1%
0.00%
Q3 2019$6,000
+100.0%
54
+17.4%
0.00%
Q3 2016$3,000
-93.2%
46
-92.5%
0.00%
-100.0%
Q2 2016$44,0006130.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders