Capital Planning Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2021$624,000
-3.3%
4,450
-7.9%
0.14%
-11.4%
Q4 2020$645,000
+11.4%
4,8300.0%0.16%
-0.6%
Q3 2020$579,000
+9.5%
4,8300.0%0.16%
+0.6%
Q2 2020$529,000
+12.1%
4,830
-6.9%
0.16%
-10.2%
Q1 2020$472,000
-18.5%
5,1870.0%0.18%
+16.6%
Q4 2019$579,000
+8.2%
5,1870.0%0.15%
-3.2%
Q3 2019$535,000
+1.9%
5,1870.0%0.16%
+1.3%
Q2 2019$525,000
+3.6%
5,1870.0%0.15%
-0.6%
Q1 2019$507,000
+12.4%
5,1870.0%0.16%
-5.5%
Q4 2018$451,000
-7.0%
5,187
+7.4%
0.16%
+5.8%
Q3 2018$485,000
+10.7%
4,8300.0%0.16%0.0%
Q1 2018$438,000
-18.1%
4,830
-17.2%
0.16%
-17.6%
Q4 2017$535,000
+6.4%
5,8300.0%0.19%
-4.6%
Q3 2017$503,000
+2.0%
5,830
-2.0%
0.20%
-9.6%
Q2 2017$493,000
+1.9%
5,950
-0.8%
0.22%
-8.8%
Q1 2017$484,000
+75.4%
6,000
+66.2%
0.24%
+62.6%
Q4 2016$276,0003,6100.15%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders