Compass Ion Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 8 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

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 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders