Joel Isaacson & Co., LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$347,185
-2.6%
2,286
+0.4%
0.02%0.0%
Q2 2023$356,484
+9.6%
2,278
+0.3%
0.02%
+4.3%
Q1 2023$325,120
+8.5%
2,271
+0.3%
0.02%0.0%
Q4 2022$299,773
+7.1%
2,264
+0.8%
0.02%
-4.2%
Q3 2022$280,000
-5.4%
2,2460.0%0.02%
-4.0%
Q2 2022$296,000
-14.0%
2,246
+0.4%
0.02%0.0%
Q1 2022$344,000
-8.3%
2,238
+0.2%
0.02%
-3.8%
Q4 2021$375,000
+10.9%
2,233
+0.6%
0.03%0.0%
Q3 2021$338,0000.0%2,2200.0%0.03%0.0%
Q2 2021$338,000
+9.0%
2,220
+0.5%
0.03%
-3.7%
Q1 2021$310,000
+5.1%
2,2080.0%0.03%
-6.9%
Q4 2020$295,000
+11.7%
2,208
+0.4%
0.03%
-14.7%
Q3 2020$264,000
+25.1%
2,199
+14.0%
0.03%
+13.3%
Q2 2020$211,0001,9290.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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