Sensible Financial Planning & Management, 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
Sensible Financial Planning & Management, LLC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,001
-7.2%
39,515
-4.4%
1.51%
-0.6%
Q2 2023$6,466
-8.2%
41,328
-16.0%
1.52%
-8.7%
Q1 2023$7,044
+9.6%
49,211
+1.3%
1.66%
+4.1%
Q4 2022$6,429
-99.9%
48,560
+8.5%
1.60%
+11.1%
Q3 2022$5,589,000
-0.2%
44,775
+5.4%
1.44%
+1.7%
Q2 2022$5,602,000
-13.6%
42,499
+4.2%
1.41%
-18.4%
Q1 2022$6,484,000
-5.9%
40,771
-0.5%
1.73%
-11.5%
Q4 2021$6,889,000
+8.9%
40,987
-1.3%
1.96%
-5.0%
Q3 2021$6,326,000
+4.7%
41,510
+4.7%
2.06%
+1.0%
Q2 2021$6,043,000
+8.9%
39,665
+0.3%
2.04%
+0.1%
Q1 2021$5,547,000
+45.7%
39,560
+38.7%
2.04%
+43.6%
Q4 2020$3,807,000
+20.1%
28,524
+7.8%
1.42%
+9.4%
Q3 2020$3,171,000
+15.0%
26,450
+5.0%
1.30%
+9.6%
Q2 2020$2,757,000
+50.6%
25,187
+25.1%
1.18%
+35.7%
Q1 2020$1,831,000
+10.8%
20,133
+36.2%
0.87%
+25.3%
Q4 2019$1,652,000
+335.9%
14,786
+301.8%
0.70%
+324.4%
Q3 2019$379,0003,6800.16%
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