GeoWealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 279 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$4,015,588
-79.4%
20,354
-80.5%
0.18%
-76.8%
Q1 2024$19,491,986
+259620.0%
104,308
+135.3%
0.75%
+21.4%
Q4 2023$7,505
+37.3%
44,335
+23.2%
0.62%
+0.2%
Q3 2023$5,466
+0.3%
35,995
+3.4%
0.62%
+5.3%
Q2 2023$5,447
-5.6%
34,813
-13.7%
0.59%
-12.7%
Q1 2023$5,772
+37.5%
40,326
+27.2%
0.68%
+52.0%
Q4 2022$4,197
-99.9%
31,699
-17.3%
0.44%
-14.9%
Q3 2022$4,780,000
+36.2%
38,307
+43.8%
0.52%
+11.1%
Q2 2022$3,509,000
+63.1%
26,631
+96.7%
0.47%
+148.7%
Q1 2022$2,152,000
-87.1%
13,538
-86.4%
0.19%
-86.1%
Q4 2021$16,685,000
-14.8%
99,260
-22.8%
1.36%
-15.7%
Q3 2021$19,585,000
+2420.6%
128,531
+2421.2%
1.62%
+1548.0%
Q2 2021$777,000
+45.2%
5,098
+33.8%
0.10%
+18.1%
Q1 2021$535,000
+24.7%
3,809
+18.0%
0.08%
+20.3%
Q4 2020$429,000
+176.8%
3,228
+148.9%
0.07%
+46.8%
Q3 2020$155,000
-88.8%
1,297
-90.4%
0.05%
-84.9%
Q3 2019$1,388,00013,4620.31%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Verus Financial Partners, Inc. 771,624$53,828,00025.41%
Brouwer & Janachowski, LLC 148,364$10,350,0005.59%
Capital Advantage, Inc. 143,504$10,011,0003.38%
Evensky & Katz LLC 199,802$13,938,0003.34%
BANCORPSOUTH INC 268,584$18,736,0002.31%
Ancora Advisors LLC 495,519$34,675,0002.25%
Paracle Advisors, LLC 54,285$3,786,0002.14%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 66,299$4,625,0001.79%
SOL Capital Management CO 66,925$4,669,0001.66%
Baker Ellis Asset Management LLC 62,918$4,389,0001.51%
View complete list of VANGUARD WORLD FD shareholders