Mutual 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
Mutual Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$1,260,000
+15.5%
7,494
+4.6%
0.07%
+3.1%
Q3 2021$1,091,000
-13.1%
7,162
-13.1%
0.06%
-12.2%
Q2 2021$1,255,000
-5.2%
8,237
-12.7%
0.07%
-18.7%
Q1 2021$1,324,000
+23.0%
9,439
+17.0%
0.09%
+13.8%
Q4 2020$1,076,000
-2.1%
8,065
-12.0%
0.08%
-15.8%
Q3 2020$1,099,000
+61.6%
9,163
+47.6%
0.10%
+41.8%
Q2 2020$680,0006,2100.07%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders