GeoWealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 285 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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 Q2 2022
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