Roble, Belko & Company, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Roble, Belko & Company, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$113
-2.6%
7420.0%0.02%0.0%
Q2 2023$116
+9.4%
7420.0%0.02%
+4.5%
Q1 2023$106
+8.2%
7420.0%0.02%
+4.8%
Q4 2022$98
-100.0%
742
-69.9%
0.02%
-72.0%
Q3 2022$308,000
+30.5%
2,468
+38.1%
0.08%
+38.9%
Q2 2022$236,000
+22.3%
1,787
+47.1%
0.05%
+45.9%
Q1 2022$193,000
+48.5%
1,215
+56.8%
0.04%
+54.2%
Q4 2021$130,000
+10.2%
7750.0%0.02%0.0%
Q3 2021$118,000
-7.8%
775
-8.0%
0.02%
-17.2%
Q2 2021$128,000
+8.5%
8420.0%0.03%
+3.6%
Q1 2021$118,000
+5.4%
8420.0%0.03%
-3.4%
Q4 2020$112,000
+20.4%
842
+8.9%
0.03%
+7.4%
Q3 2020$93,000
+9.4%
7730.0%0.03%
+8.0%
Q2 2020$85,000
+21.4%
7730.0%0.02%
+8.7%
Q1 2020$70,000
-18.6%
7730.0%0.02%
-4.2%
Q4 2019$86,000
+7.5%
7730.0%0.02%
+4.3%
Q3 2019$80,0007730.02%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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