Stratos Investment Management, LLC - VANGUARD WORLD FD ownership

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VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
Stratos Investment Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$328,950
-2.9%
2,1660.0%0.05%
-5.8%
Q2 2023$338,892
+9.3%
2,1660.0%0.05%0.0%
Q1 2023$310,041
+8.1%
2,1660.0%0.05%
+2.0%
Q4 2022$286,786
+6.2%
2,1660.0%0.05%
-7.3%
Q3 2022$270,000
-5.6%
2,1660.0%0.06%
+1.9%
Q2 2022$286,000
-16.9%
2,1660.0%0.05%
-5.3%
Q1 2022$344,000
-5.5%
2,1660.0%0.06%0.0%
Q4 2021$364,000
+10.3%
2,1660.0%0.06%0.0%
Q3 2021$330,0000.0%2,1660.0%0.06%
-37.4%
Q2 2021$330,000
+8.6%
2,1660.0%0.09%
-5.2%
Q1 2021$304,000
+5.2%
2,1660.0%0.10%
+5.5%
Q4 2020$289,000
+11.2%
2,1660.0%0.09%
-3.2%
Q3 2020$260,000
+2.8%
2,166
-6.5%
0.09%
-12.1%
Q2 2020$253,000
+19.9%
2,3160.0%0.11%
-4.5%
Q1 2020$211,000
-18.5%
2,3160.0%0.11%
-6.7%
Q4 2019$259,000–2,316–0.12%–
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Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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