Gradient Investments LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 285 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders