Capital Investment Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$7,339,020
+10.2%
43,354
-1.1%
0.18%0.0%
Q3 2023$6,659,938
-1.6%
43,853
+1.4%
0.18%
-10.7%
Q2 2023$6,767,366
-4.3%
43,253
-12.5%
0.21%
-1.4%
Q1 2023$7,072,049
+93051.3%
49,407
-13.8%
0.21%
-9.1%
Q4 2022$7,592
-99.9%
57,343
-13.1%
0.23%
-18.4%
Q3 2022$8,241,000
-5.7%
66,019
-0.4%
0.28%
-2.8%
Q2 2022$8,740,000
-17.7%
66,309
-0.7%
0.29%
-10.5%
Q1 2022$10,616,000
-9.4%
66,749
-4.3%
0.32%
-9.5%
Q4 2021$11,722,000
+10.3%
69,740
-0.0%
0.36%0.0%
Q3 2021$10,628,000
+2.5%
69,741
+2.4%
0.36%
+0.3%
Q2 2021$10,372,000
+9.4%
68,085
+0.7%
0.36%0.0%
Q1 2021$9,480,000
+9.4%
67,604
+4.1%
0.36%
-1.4%
Q4 2020$8,668,000
+20.7%
64,951
+8.4%
0.36%
+5.5%
Q3 2020$7,183,000
+14.6%
59,912
+4.6%
0.34%
+5.5%
Q2 2020$6,266,000
+35.4%
57,252
+12.5%
0.32%
+10.2%
Q1 2020$4,627,000
-19.1%
50,883
-0.6%
0.30%
+6.9%
Q4 2019$5,720,000
+10.3%
51,198
+1.8%
0.28%
+1.5%
Q3 2019$5,184,000
-0.3%
50,279
-2.1%
0.27%
-4.6%
Q2 2019$5,198,000
+3.6%
51,338
-0.0%
0.28%
-2.7%
Q1 2019$5,018,000
+12.5%
51,363
+0.1%
0.29%
-1.3%
Q4 2018$4,460,000
-13.2%
51,330
+0.4%
0.30%
-2.0%
Q3 2018$5,139,000
+12.1%
51,141
+4.2%
0.30%
+6.3%
Q2 2018$4,583,000
+7.4%
49,071
+4.2%
0.28%
+2.5%
Q1 2018$4,268,000
+3.6%
47,110
+5.0%
0.28%
+3.3%
Q4 2017$4,118,000
+11.1%
44,868
+4.5%
0.27%
+5.5%
Q3 2017$3,706,000
+10.6%
42,956
+6.3%
0.26%
+6.2%
Q2 2017$3,350,000
+3.6%
40,415
+0.8%
0.24%
-2.0%
Q1 2017$3,233,000
+14.6%
40,088
+8.5%
0.24%
+2.9%
Q4 2016$2,820,000
+19.4%
36,934
+15.3%
0.24%
+14.4%
Q3 2016$2,362,000
+38.5%
32,022
+34.2%
0.21%
+30.0%
Q2 2016$1,706,000
+87.1%
23,863
+83.4%
0.16%
+77.8%
Q1 2016$912,00013,0120.09%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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