Alpha Cubed Investments, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$309,663
-2.9%
2,0390.0%0.02%
-4.5%
Q2 2023$319,022
+9.3%
2,0390.0%0.02%
+4.8%
Q1 2023$291,862
+8.1%
2,0390.0%0.02%
+5.0%
Q4 2022$269,964
-3.9%
2,039
-9.5%
0.02%
-9.1%
Q3 2022$281,000
-5.4%
2,2520.0%0.02%0.0%
Q2 2022$297,000
-17.0%
2,2520.0%0.02%
-4.3%
Q1 2022$358,000
-5.5%
2,2520.0%0.02%
-8.0%
Q4 2021$379,000
+10.5%
2,2520.0%0.02%
-3.8%
Q3 2021$343,000
-16.9%
2,252
-16.9%
0.03%
-13.3%
Q2 2021$413,000
+7.8%
2,709
-0.9%
0.03%0.0%
Q1 2021$383,000
-2.3%
2,734
-6.9%
0.03%
-9.1%
Q4 2020$392,000
+11.4%
2,9360.0%0.03%
-2.9%
Q3 2020$352,000
+9.7%
2,9360.0%0.03%
-2.9%
Q2 2020$321,000
+20.2%
2,9360.0%0.04%
+9.4%
Q1 2020$267,000
-7.6%
2,936
+13.6%
0.03%
+6.7%
Q4 2019$289,000
+24.6%
2,584
+14.7%
0.03%
+11.1%
Q3 2019$232,000
+1.8%
2,2520.0%0.03%
+3.8%
Q2 2019$228,000
-0.9%
2,252
-4.3%
0.03%
-7.1%
Q1 2019$230,000
+12.7%
2,3520.0%0.03%
-9.7%
Q4 2018$204,000
-5.6%
2,352
+4.4%
0.03%
+24.0%
Q3 2018$216,000
+2.9%
2,2520.0%0.02%
-7.4%
Q2 2018$210,000
+2.9%
2,2520.0%0.03%0.0%
Q1 2018$204,000
-1.4%
2,2520.0%0.03%0.0%
Q4 2017$207,0002,2520.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders