Steward Partners Investment Advisory, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,048,055
-0.4%
6,901
+2.6%
0.02%0.0%
Q2 2023$1,052,037
+9.3%
6,7240.0%0.02%
+6.7%
Q1 2023$962,473
+15.8%
6,724
+7.1%
0.02%
+7.1%
Q4 2022$831,075
+5.6%
6,277
-0.5%
0.01%
-6.7%
Q3 2022$787,000
+16.4%
6,307
+22.9%
0.02%
+25.0%
Q2 2022$676,000
-14.8%
5,132
+3.0%
0.01%0.0%
Q1 2022$793,000
-5.4%
4,984
-0.1%
0.01%
-7.7%
Q4 2021$838,000
+15.1%
4,988
+4.4%
0.01%0.0%
Q3 2021$728,000
-6.9%
4,779
-6.9%
0.01%0.0%
Q2 2021$782,000
-100.0%
5,132
-73.5%
0.01%
-45.8%
Q1 2021$2,713,730,000
+405539.8%
19,352
+286.1%
0.02%
+71.4%
Q4 2020$669,000
+24.1%
5,012
+11.5%
0.01%0.0%
Q3 2020$539,000
+399.1%
4,497
+357.5%
0.01%
+366.7%
Q2 2020$108,000
-87.9%
983
-90.0%
0.00%
-90.9%
Q1 2020$892,000
-20.6%
9,809
-2.4%
0.03%0.0%
Q4 2019$1,123,000
+3.3%
10,055
-4.6%
0.03%
-10.8%
Q3 2019$1,087,000
-2.2%
10,543
-4.1%
0.04%
-9.8%
Q2 2019$1,112,000
+5.8%
10,992
+2.1%
0.04%
-8.9%
Q1 2019$1,051,000
+11.3%
10,767
-0.9%
0.04%
-2.2%
Q4 2018$944,000
+2260.0%
10,870
+2597.3%
0.05%
+2200.0%
Q3 2018$40,000
+5.3%
4030.0%0.00%0.0%
Q2 2018$38,000
+5.6%
4030.0%0.00%0.0%
Q1 2018$36,0000.0%4030.0%0.00%
-33.3%
Q4 2017$36,000
+5.9%
4030.0%0.00%0.0%
Q3 2017$34,000
+3.0%
4030.0%0.00%
-25.0%
Q2 2017$33,000
+3.1%
4030.0%0.00%
-20.0%
Q1 2017$32,0004030.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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