Bristlecone Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bristlecone Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$5,869
-97.1%
41
-98.0%
0.00%
-98.1%
Q3 2018$205,000
+2.5%
2,043
-6.2%
0.05%
-17.5%
Q4 2017$200,000
-6.1%
2,178
-11.8%
0.06%
-8.7%
Q3 2017$213,000
-0.9%
2,468
-4.7%
0.07%
-5.5%
Q2 2017$215,000
-3.2%
2,590
-5.9%
0.07%
-6.4%
Q1 2017$222,000
+5.7%
2,7530.0%0.08%
+4.0%
Q4 2016$210,000
-7.1%
2,753
-10.1%
0.08%
-7.4%
Q3 2016$226,000
+3.2%
3,0610.0%0.08%0.0%
Q2 2016$219,000
-99.9%
3,061
+0.4%
0.08%
-4.7%
Q1 2016$213,721,000
+97045.9%
3,049
-3.2%
0.08%
-8.6%
Q4 2015$220,0003,1500.09%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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