Arete Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 266 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$202
-100.0%
1,291
-77.0%
0.02%
-73.9%
Q3 2022$702,000
+91.3%
5,621
+235.0%
0.07%
+86.5%
Q2 2022$367,000
-63.9%
1,678
-73.7%
0.04%
-56.5%
Q1 2022$1,016,000
-78.7%
6,388
-77.4%
0.08%
-79.1%
Q4 2021$4,778,000
+13.2%
28,215
+1.9%
0.41%
-12.5%
Q3 2021$4,221,000
+0.5%
27,699
+0.5%
0.46%
-21.1%
Q2 2021$4,200,000
+7.8%
27,572
-0.7%
0.59%
+18.3%
Q1 2021$3,895,000
-15.8%
27,776
-19.9%
0.50%
-24.0%
Q4 2020$4,626,000
-12.1%
34,666
-21.4%
0.66%
-17.4%
Q3 2020$5,264,000
+23.9%
44,124
+13.7%
0.79%
+7.7%
Q2 2020$4,248,00038,8150.74%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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