Hefty Wealth Partners - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 123 filers reported holding VANGUARD WORLD FD in Q1 2018. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

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 Q1 2018
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders