Fortis Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$7,898
+8.5%
550.0%0.01%
-16.7%
Q4 2022$7,279
-99.0%
55
-99.0%
0.01%
-98.8%
Q3 2022$705,000
-5.9%
5,651
-0.6%
0.50%
+1.4%
Q2 2022$749,000
-16.9%
5,686
+0.4%
0.50%
+0.4%
Q1 2022$901,000
-5.7%
5,664
-0.3%
0.49%
-10.8%
Q4 2021$955,000
+11.0%
5,680
+0.7%
0.55%
+5.5%
Q3 2021$860,000
-45.6%
5,643
-45.6%
0.52%
-42.5%
Q2 2021$1,580,000
-35.9%
10,369
-72.0%
0.91%
-47.9%
Q1 2021$2,464,000
-37.6%
37,013
+25.1%
1.75%
-49.7%
Q4 2020$3,949,000
+9.0%
29,593
-2.1%
3.48%
+3.0%
Q3 2020$3,624,000
+127.1%
30,228
+107.3%
3.38%
+113.8%
Q2 2020$1,596,00014,5801.58%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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