IFP Advisors, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$307,991
+55.5%
1,980
+33.4%
0.01%
+250.0%
Q2 2023$198,092
+172.8%
1,484
+92.7%
0.00%
+33.3%
Q1 2023$72,603
+17437.0%
770
-82.7%
0.00%
-72.7%
Q4 2022$414
-99.8%
4,444
+154.4%
0.01%
+175.0%
Q3 2022$171,000
-55.6%
1,747
-56.9%
0.00%
-66.7%
Q2 2022$385,000
-60.8%
4,055
-61.0%
0.01%0.0%
Q1 2022$982,000
+1434.4%
10,393
+2613.6%
0.01%
+1100.0%
Q4 2021$64,000
+1180.0%
383
+1176.7%
0.00%
Q3 2021$5,000300.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$00
-100.0%
0.00%
Q4 2019$0
-100.0%
3
-90.6%
0.00%
Q3 2019$4,000
-92.5%
32
-94.3%
0.00%
-100.0%
Q1 2019$53,000
-53.5%
559
-57.7%
0.01%0.0%
Q4 2018$114,000
-92.8%
1,322
-91.6%
0.01%
-89.2%
Q3 2018$1,583,000
+7.7%
15,752
+0.1%
0.06%
+4.8%
Q2 2018$1,470,000
+1.0%
15,743
-0.8%
0.06%
-6.1%
Q1 2018$1,456,0000.0%15,8630.0%0.07%0.0%
Q4 2017$1,456,000
+1654.2%
15,863
+1554.1%
0.07%
+2100.0%
Q3 2017$83,000
-11.7%
959
-15.7%
0.00%
-25.0%
Q2 2017$94,000
+11.9%
1,138
+8.6%
0.00%0.0%
Q1 2017$84,000
+5.0%
1,0480.0%0.00%0.0%
Q4 2016$80,000
-11.1%
1,048
-14.1%
0.00%
-20.0%
Q3 2016$90,000
+2.3%
1,220
-1.3%
0.01%0.0%
Q2 2016$88,000
+66.0%
1,236
+121.1%
0.01%
-28.6%
Q1 2016$53,000
-5.4%
559
-29.9%
0.01%
+75.0%
Q4 2015$56,0007970.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
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