Sugarloaf Wealth Management, 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
Sugarloaf Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$557,047
-2.6%
3,668
+0.3%
0.14%
+5.2%
Q2 2023$571,946
+9.7%
3,656
+0.4%
0.13%
+4.7%
Q1 2023$521,585
-8.8%
3,643
-15.7%
0.13%
-11.1%
Q4 2022$572,158
+6.7%
4,321
+0.7%
0.14%
+5.1%
Q3 2022$536,000
-5.3%
4,2920.0%0.14%
-3.5%
Q2 2022$566,000
-16.9%
4,292
+0.3%
0.14%
-11.8%
Q1 2022$681,000
-5.2%
4,279
+0.2%
0.16%
-5.3%
Q4 2021$718,000
+2.6%
4,270
-7.0%
0.17%
-7.6%
Q3 2021$700,0000.0%4,5930.0%0.18%
-3.7%
Q2 2021$700,000
+9.0%
4,593
+0.3%
0.19%
-0.5%
Q1 2021$642,000
+5.4%
4,579
+0.3%
0.19%
-5.9%
Q4 2020$609,000
+11.7%
4,565
+0.5%
0.20%
+2.5%
Q3 2020$545,000
+9.9%
4,544
+0.3%
0.20%
+4.7%
Q2 2020$496,000
+21.0%
4,529
+0.4%
0.19%
+3.3%
Q1 2020$410,000
-18.2%
4,509
+0.5%
0.18%
-13.6%
Q4 2019$501,0004,4870.21%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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