RWA WEALTH PARTNERS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
RWA WEALTH PARTNERS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$360,682
-3.9%
2,375
-1.0%
0.01%0.0%
Q2 2023$375,272
+87.6%
2,399
+71.7%
0.01%
+60.0%
Q1 2023$200,028
-46.7%
1,397
-53.5%
0.01%
-80.8%
Q3 2022$375,000
-5.3%
3,0060.0%0.03%
-3.7%
Q2 2022$396,000
-21.4%
3,006
-5.2%
0.03%
-18.2%
Q1 2022$504,000
+1.6%
3,171
+7.4%
0.03%0.0%
Q4 2021$496,000
-41.0%
2,953
-46.5%
0.03%
-47.6%
Q3 2021$841,0000.0%5,5180.0%0.06%0.0%
Q2 2021$841,000
+8.7%
5,5180.0%0.06%
+1.6%
Q1 2021$774,000
+5.2%
5,5180.0%0.06%
-4.6%
Q4 2020$736,000
+7.6%
5,518
-3.3%
0.06%
-9.7%
Q3 2020$684,000
+9.4%
5,7070.0%0.07%
-5.3%
Q2 2020$625,000
+20.4%
5,7070.0%0.08%
+2.7%
Q1 2020$519,000
-23.6%
5,707
-6.1%
0.07%
+10.4%
Q4 2019$679,000
+8.5%
6,079
+0.1%
0.07%
+1.5%
Q3 2019$626,000
-20.1%
6,075
-21.4%
0.07%
-21.4%
Q2 2019$783,000
-21.3%
7,731
-24.1%
0.08%
-26.3%
Q1 2019$995,000
-21.8%
10,182
-30.5%
0.11%
-31.7%
Q4 2018$1,273,000
-40.4%
14,652
-31.1%
0.17%
-30.1%
Q3 2018$2,136,000
+6.4%
21,253
-1.1%
0.24%
+6.7%
Q2 2018$2,007,000
-45.7%
21,491
-47.3%
0.22%
-52.8%
Q1 2018$3,695,000
+17.5%
40,787
+19.0%
0.48%
+34.2%
Q4 2017$3,146,000
+8.4%
34,276
+1.9%
0.35%
+8.3%
Q3 2017$2,903,000
+16.1%
33,652
+11.5%
0.33%
+6.5%
Q2 2017$2,501,000
+11.3%
30,169
+8.3%
0.31%
+4.1%
Q1 2017$2,247,000
+13.5%
27,866
+7.4%
0.30%
-83.6%
Q4 2016$1,980,00025,9391.80%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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