Gradient Investments LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 278 filers reported holding VANGUARD WORLD FD in Q3 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 Q3 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