Compass Ion Advisors, 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
Compass Ion Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$265,645
-2.6%
1,749
+0.3%
0.05%
-33.3%
Q2 2023$272,682
+9.2%
1,743
-0.1%
0.07%
+9.5%
Q1 2023$249,646
+0.3%
1,744
-7.3%
0.06%
-1.6%
Q4 2022$248,999
-12.0%
1,881
-17.0%
0.06%
-17.9%
Q3 2022$283,000
+15.0%
2,267
+21.6%
0.08%
+9.9%
Q2 2022$246,000
-14.0%
1,865
+3.8%
0.07%
-20.2%
Q1 2022$286,000
-3.1%
1,797
+2.6%
0.09%
-6.3%
Q4 2021$295,000
+25.5%
1,752
+13.5%
0.10%
+13.1%
Q3 2021$235,0000.0%1,5440.0%0.08%
-7.7%
Q2 2021$235,000
+8.8%
1,544
+0.3%
0.09%
+2.2%
Q1 2021$216,000
-0.5%
1,540
-5.1%
0.09%
+6.0%
Q4 2020$217,000
-13.5%
1,623
-29.3%
0.08%
-62.5%
Q2 2020$251,0002,2960.22%
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