BDO Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$9,549
+9.7%
610.0%0.00%0.0%
Q1 2023$8,705
+8.5%
610.0%0.00%0.0%
Q4 2022$8,023
+14.6%
61
+1.7%
0.00%0.0%
Q3 2022$7,000
-12.5%
600.0%0.00%0.0%
Q2 2022$8,000
-20.0%
600.0%0.00%0.0%
Q1 2022$10,0000.0%600.0%0.00%0.0%
Q4 2021$10,000
+11.1%
60
+1.7%
0.00%0.0%
Q3 2021$9,0000.0%590.0%0.00%0.0%
Q2 2021$9,000
-18.2%
59
-25.3%
0.00%0.0%
Q1 2021$11,000
-35.3%
79
-36.3%
0.00%
-50.0%
Q4 2020$17,0000.0%124
-13.3%
0.00%
-33.3%
Q3 2020$17,0000.0%143
-9.5%
0.00%0.0%
Q2 2020$17,000
-10.5%
158
-23.7%
0.00%
-25.0%
Q1 2020$19,000
-17.4%
207
+0.5%
0.00%
-33.3%
Q4 2019$23,000
+9.5%
2060.0%0.01%
+20.0%
Q3 2019$21,0000.0%2060.0%0.01%
-16.7%
Q2 2019$21,000
-16.0%
206
-21.1%
0.01%
-14.3%
Q1 2019$25,000
+8.7%
2610.0%0.01%
-12.5%
Q4 2018$23,000
-11.5%
2610.0%0.01%0.0%
Q3 2018$26,000
+8.3%
2610.0%0.01%0.0%
Q2 2018$24,0000.0%2610.0%0.01%
-11.1%
Q1 2018$24,000
-27.3%
261
-33.6%
0.01%
-35.7%
Q2 2017$33,0003930.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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