Carroll Financial Associates, Inc. - 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
Carroll Financial Associates, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$345,000
+27.3%
2,040
+14.6%
0.02%
+20.0%
Q3 2021$271,0000.0%1,7800.0%0.02%0.0%
Q2 2021$271,000
+8.8%
1,7800.0%0.02%0.0%
Q1 2021$249,000
+5.1%
1,7800.0%0.02%
-6.2%
Q4 2020$237,000
+11.3%
1,7800.0%0.02%0.0%
Q3 2020$213,000
+15.1%
1,780
+5.0%
0.02%
+6.7%
Q2 2020$185,000
+20.1%
1,6950.0%0.02%0.0%
Q1 2020$154,000
-2.5%
1,695
+19.5%
0.02%
+15.4%
Q4 2019$158,000
+3.9%
1,418
-4.2%
0.01%0.0%
Q3 2019$152,000
+2.0%
1,4800.0%0.01%0.0%
Q2 2019$149,000
+3.5%
1,4800.0%0.01%0.0%
Q1 2019$144,000
+10.8%
1,4800.0%0.01%
-7.1%
Q4 2018$130,000
-12.2%
1,4800.0%0.01%
-12.5%
Q3 2018$148,000
+0.7%
1,480
-6.3%
0.02%0.0%
Q2 2018$147,000
+2.8%
1,5800.0%0.02%0.0%
Q1 2018$143,000
-1.4%
1,5800.0%0.02%0.0%
Q4 2017$145,000
-21.6%
1,580
-25.6%
0.02%
-23.8%
Q3 2017$185,000
+1.6%
2,125
-3.6%
0.02%
-4.5%
Q2 2017$182,000
+2.8%
2,2050.0%0.02%
-4.3%
Q1 2017$177,000
+5.4%
2,2050.0%0.02%
-4.2%
Q4 2016$168,000
+3.7%
2,2050.0%0.02%0.0%
Q3 2016$162,000
+27.6%
2,205
+23.9%
0.02%
+14.3%
Q2 2016$127,000
+2.4%
1,7800.0%0.02%
-8.7%
Q1 2016$124,0000.0%1,7800.0%0.02%
-11.5%
Q4 2015$124,000
+1.6%
1,7800.0%0.03%
-3.7%
Q3 2015$122,000
-2.4%
1,7800.0%0.03%
-3.6%
Q2 2015$125,0000.0%1,7800.0%0.03%
-49.1%
Q1 2015$125,000
+0.8%
1,7800.0%0.06%
-30.4%
Q4 2014$124,0001,7800.08%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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