Moloney Securities Asset Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 276 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$236,310
-2.9%
1,5560.0%0.04%0.0%
Q2 2023$243,452
+9.3%
1,5560.0%0.04%
+4.9%
Q1 2023$222,726
+8.1%
1,5560.0%0.04%
-8.9%
Q4 2022$206,014
+0.5%
1,5560.0%0.04%
-6.2%
Q2 2022$205,000
-19.3%
1,556
-2.8%
0.05%
-2.0%
Q1 2022$254,000
-5.6%
1,6000.0%0.05%
+6.5%
Q4 2021$269,000
+4.3%
1,600
-5.3%
0.05%
-2.1%
Q3 2021$258,000
+0.4%
1,6900.0%0.05%0.0%
Q2 2021$257,000
+8.4%
1,6900.0%0.05%0.0%
Q1 2021$237,000
+4.9%
1,6900.0%0.05%
-6.0%
Q4 2020$226,000
+11.3%
1,6900.0%0.05%
-7.4%
Q3 2020$203,0001,6900.05%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders