LEVEL FOUR ADVISORY SERVICES, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,553,939
-3.1%
10,232
-0.2%
0.10%
+4.2%
Q2 2023$1,604,234
+22.2%
10,253
+11.8%
0.10%
+11.6%
Q1 2023$1,313,218
+4.7%
9,174
-3.2%
0.09%
-7.5%
Q4 2022$1,254,399
-18.5%
9,474
-23.2%
0.09%
-38.0%
Q3 2022$1,540,000
-4.3%
12,337
+1.0%
0.15%
-1.3%
Q2 2022$1,610,000
-33.1%
12,215
-19.2%
0.15%
-19.1%
Q1 2022$2,405,000
-5.7%
15,125
-0.3%
0.19%
-3.1%
Q4 2021$2,550,00015,1700.19%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders