Sheaff Brock Investment Advisors, 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
Sheaff Brock Investment Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$599,431
-0.0%
3,947
+3.0%
0.05%
+8.0%
Q2 2023$599,555
+9.3%
3,8320.0%0.05%0.0%
Q1 2023$548,513
+8.1%
3,8320.0%0.05%0.0%
Q4 2022$507,357
+6.1%
3,8320.0%0.05%
-2.0%
Q3 2022$478,000
-5.3%
3,8320.0%0.05%
+21.4%
Q2 2022$505,000
-16.1%
3,832
+1.4%
0.04%0.0%
Q1 2022$602,000
-2.6%
3,780
+2.8%
0.04%
+2.4%
Q4 2021$618,000
+12.2%
3,676
+1.6%
0.04%
+2.5%
Q3 2021$551,000
+1.7%
3,619
+1.7%
0.04%
+2.6%
Q2 2021$542,000
+9.3%
3,559
+0.6%
0.04%0.0%
Q1 2021$496,000
+5.8%
3,539
+0.7%
0.04%0.0%
Q4 2020$469,000
+13.0%
3,514
+1.4%
0.04%
+2.6%
Q3 2020$415,000
+53.7%
3,464
+40.6%
0.04%
+40.7%
Q2 2020$270,000
+25.6%
2,464
+4.5%
0.03%
-3.6%
Q1 2020$215,000
-18.6%
2,3590.0%0.03%
+7.7%
Q4 2019$264,000
+8.6%
2,3590.0%0.03%0.0%
Q3 2019$243,000
+1.7%
2,3590.0%0.03%0.0%
Q2 2019$239,0002,3590.03%
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