AllSquare Wealth Management 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
AllSquare Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$31,893
+2.2%
2100.0%0.02%
+5.0%
Q2 2023$31,219
+3.9%
2100.0%0.02%
+5.3%
Q1 2023$30,059
+8.1%
2100.0%0.02%0.0%
Q4 2022$27,804
+6.9%
2100.0%0.02%0.0%
Q3 2022$26,000
-7.1%
2100.0%0.02%0.0%
Q2 2022$28,000
-15.2%
2100.0%0.02%
-5.0%
Q1 2022$33,000
-23.3%
210
-17.6%
0.02%
-20.0%
Q4 2021$43,000
+10.3%
2550.0%0.02%
+8.7%
Q3 2021$39,0000.0%2550.0%0.02%0.0%
Q2 2021$39,000
+8.3%
2550.0%0.02%
+4.5%
Q1 2021$36,000
+5.9%
2550.0%0.02%
-4.3%
Q4 2020$34,000
+277.8%
255
+240.0%
0.02%
+228.6%
Q3 2020$9,000
+12.5%
750.0%0.01%
+16.7%
Q2 2020$8,000
+14.3%
750.0%0.01%0.0%
Q1 2020$7,000
-12.5%
750.0%0.01%0.0%
Q4 2019$8,0000.0%750.0%0.01%0.0%
Q3 2019$8,000
-75.0%
75
-76.0%
0.01%
-75.0%
Q2 2019$32,000
+6.7%
3120.0%0.02%
+4.3%
Q1 2019$30,000
+11.1%
3120.0%0.02%
+4.5%
Q4 2018$27,000
-12.9%
3120.0%0.02%
-4.3%
Q3 2018$31,000
+6.9%
3120.0%0.02%
+4.5%
Q2 2018$29,000
+3.6%
3120.0%0.02%0.0%
Q1 2018$28,000
+27.3%
312
+31.6%
0.02%
+29.4%
Q4 2017$22,000
+10.0%
2370.0%0.02%
+6.2%
Q3 2017$20,0000.0%2370.0%0.02%
-20.0%
Q2 2017$20,000
+5.3%
2370.0%0.02%
+17.6%
Q1 2017$19,000
+5.6%
2370.0%0.02%0.0%
Q4 2016$18,0002370.02%
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