Pensionmark Financial Group, LLC - 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
Pensionmark Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$716,067
-3.5%
4,715
-0.5%
0.14%
-0.7%
Q2 2023$741,777
+18.9%
4,741
+8.8%
0.14%
+10.0%
Q1 2023$623,804
+14.9%
4,358
+6.3%
0.13%
+4.8%
Q4 2022$542,840
+12.4%
4,100
+6.4%
0.12%
+7.8%
Q3 2022$483,000
-19.0%
3,855
-6.2%
0.12%
-8.0%
Q2 2022$596,000
-0.3%
4,108
+9.3%
0.12%
+0.8%
Q1 2022$598,000
+5.8%
3,758
+5.4%
0.12%
+5.1%
Q4 2021$565,000
+42.0%
3,566
+37.0%
0.12%
+31.1%
Q3 2021$398,0002,6020.09%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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