Independent Advisor Alliance - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 324 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$2,755,155
+5.6%
13,9650.0%0.09%0.0%
Q1 2024$2,609,640
-41.7%
13,965
-49.9%
0.09%
-41.6%
Q4 2023$4,475,225
+111.5%
27,870
+100.0%
0.16%
+67.7%
Q3 2023$2,116,308
-2.9%
13,9350.0%0.10%0.0%
Q2 2023$2,180,270
+9.3%
13,9350.0%0.10%0.0%
Q1 2023$1,994,656
+8.1%
13,9350.0%0.10%
-84.9%
Q4 2022$1,844,994
+598.9%
13,935
+490.7%
0.63%
+5183.3%
Q4 2019$264,0002,3590.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,011$55,055,00018.93%
Global Endowment Management, LP 1,410,500$154,380,00011.55%
Cadence Bank 423,487$46,350,0009.56%
Black Diamond Financial, LLC 120,205$13,156,0008.59%
Verus Financial Partners, Inc. 290,062$31,747,0006.84%
HILLTOP WEALTH ADVISORS, LLC 31,873$3,489,0003.82%
Gray Wealth Management Inc. 37,583$4,1123.55%
Capital Advantage, Inc. 84,579$9,257,0003.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 302,549$33,117,0003.22%
Heartwood Wealth Advisors LLC 196,488$14,456,0002.86%
View complete list of VANGUARD WORLD FD shareholders