Berman Capital Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - 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 Q4 2021
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