SIMON QUICK ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$959,111
+1.6%
6,315
+4.7%
0.09%
+3.4%
Q2 2023$944,051
+17.9%
6,034
+7.8%
0.09%0.0%
Q1 2023$800,949
+8.5%
5,596
+0.4%
0.09%
-1.1%
Q4 2022$738,192
+7.0%
5,575
+0.9%
0.09%
-10.2%
Q3 2022$690,000
-13.6%
5,5240.0%0.10%
-6.7%
Q2 2022$799,000
-8.7%
5,524
+0.4%
0.10%
-57.7%
Q1 2022$875,000
-4.2%
5,504
+1.3%
0.25%
+1.6%
Q4 2021$913,000
+15.0%
5,432
+4.2%
0.24%
+19.6%
Q3 2021$794,000
+4.9%
5,214
+4.8%
0.20%
+2.0%
Q2 2021$757,000
+12.1%
4,973
+3.2%
0.20%
+0.5%
Q1 2021$675,000
+19.9%
4,819
+14.2%
0.20%
+17.1%
Q4 2020$563,0004,2210.17%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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