Berman Capital Advisors, 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
Berman Capital Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2021$76,0000.0%5000.0%0.01%0.0%
Q2 2021$76,000
+8.6%
5000.0%0.01%
-20.0%
Q1 2021$70,000
+6.1%
5000.0%0.02%
-6.2%
Q4 2020$66,000
+11.9%
5000.0%0.02%
-5.9%
Q3 2020$59,000
+9.3%
5000.0%0.02%
+21.4%
Q2 2020$54,000
+20.0%
5000.0%0.01%
-6.7%
Q1 2020$45,000
-18.2%
5000.0%0.02%
-6.2%
Q4 2019$55,000
+7.8%
5000.0%0.02%0.0%
Q3 2019$51,000
+2.0%
5000.0%0.02%0.0%
Q2 2019$50,0005000.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders