Capital Advantage, Inc. - 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
Capital Advantage, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,975,540
+5.0%
45,931
+7.1%
1.50%
+7.9%
Q2 2023$6,640,790
+12.9%
42,891
+4.4%
1.38%
+10.7%
Q1 2023$5,882,408
+1.0%
41,084
-6.6%
1.25%
-4.4%
Q4 2022$5,826,859
-7.4%
44,010
-12.7%
1.31%
-9.2%
Q3 2022$6,292,000
-4.1%
50,409
+1.3%
1.44%
-0.3%
Q2 2022$6,558,000
-15.0%
49,757
+2.5%
1.44%
-18.6%
Q1 2022$7,718,000
+2.1%
48,530
+3.5%
1.78%
-2.0%
Q4 2021$7,561,000
+17.6%
46,897
+11.2%
1.81%
+4.3%
Q3 2021$6,429,000
-48.7%
42,188
-48.7%
1.74%
-47.1%
Q2 2021$12,525,000
+8.8%
82,218
+0.1%
3.28%
+4.6%
Q1 2021$11,513,000
+6.1%
82,100
+0.2%
3.14%
-3.0%
Q4 2020$10,852,000
+5.7%
81,961
-3.0%
3.23%
-4.3%
Q3 2020$10,270,000
+10.9%
84,458
-0.1%
3.38%
+2.8%
Q2 2020$9,257,000
+4.9%
84,579
-2.8%
3.29%
-4.6%
Q1 2020$8,821,000
-10.7%
86,989
+0.7%
3.44%
+10.2%
Q4 2019$9,882,000
+11.6%
86,390
+0.6%
3.12%
+1.9%
Q3 2019$8,858,000
+9.2%
85,908
+3.4%
3.07%
+6.5%
Q1 2019$8,113,000
+28.9%
83,044
+14.6%
2.88%
+20.7%
Q4 2018$6,293,000
-13.8%
72,436
-0.3%
2.39%
+42.3%
Q3 2018$7,300,000
+11.6%
72,644
+3.8%
1.68%
+8.8%
Q2 2018$6,539,000
+5.4%
70,018
+2.2%
1.54%
+1.6%
Q1 2018$6,204,000
-3.2%
68,489
-2.0%
1.52%
-8.2%
Q4 2017$6,412,000
+2.7%
69,857
-3.5%
1.65%
+5.8%
Q3 2017$6,245,000
+4.4%
72,395
+0.3%
1.56%
-0.3%
Q2 2017$5,981,000
-30.8%
72,159
-32.6%
1.57%
-33.8%
Q1 2017$8,638,000
+1.6%
107,105
-3.8%
2.37%
-3.9%
Q4 2016$8,498,000
-2.9%
111,322
-6.2%
2.46%
+0.3%
Q3 2016$8,749,000
-3.7%
118,635
-6.6%
2.45%
-7.0%
Q2 2016$9,083,000
-9.3%
127,020
-11.5%
2.64%
-21.8%
Q4 2015$10,011,000
-4.4%
143,504
-10.6%
3.38%
-17.3%
Q3 2015$10,475,000
-6.3%
160,469
+0.9%
4.08%
-6.3%
Q2 2015$11,175,000
-7.5%
158,960
-7.4%
4.36%
-12.1%
Q1 2015$12,080,000
-0.8%
171,683
-1.0%
4.96%
-1.3%
Q4 2014$12,178,000
+8.0%
173,346
+3.8%
5.02%
-14.6%
Q3 2014$11,276,000
+37.3%
166,935
+36.1%
5.88%
+29.7%
Q2 2014$8,212,000122,6754.53%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders