Hefty Wealth Partners - 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
Hefty Wealth Partners ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2018$60,000
-20.0%
661
-19.6%
0.04%
-15.2%
Q4 2017$75,000
+2.7%
822
-2.3%
0.05%
-4.2%
Q3 2017$73,000
+12.3%
841
+6.7%
0.05%
+9.1%
Q2 2017$65,000
+3.2%
788
+0.6%
0.04%
-4.3%
Q1 2017$63,000
+10.5%
783
+3.7%
0.05%
-4.2%
Q4 2016$57,000
+7.5%
755
+3.4%
0.05%
+20.0%
Q3 2016$53,000
+1.9%
7300.0%0.04%
-7.0%
Q2 2016$52,000
+940.0%
730
+812.5%
0.04%
+760.0%
Q1 2016$5,000
-88.9%
80
-87.7%
0.01%
-88.4%
Q4 2015$45,0006480.04%
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