Arete Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2022
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