Sugarloaf Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders