Financial Advocates Investment Management - VANGUARD WORLD FD ownership

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%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$253,750
+25.0%
1,870
+44.2%
0.02%
+28.6%
Q2 2023$202,992
-71.5%
1,297
-73.9%
0.01%
-72.5%
Q1 2023$711,548
+12.7%
4,971
+4.3%
0.05%
+8.5%
Q4 2022$631,158
+14.5%
4,767
+7.2%
0.05%
+4.4%
Q3 2022$551,000
+17.5%
4,445
+25.1%
0.04%
+18.4%
Q2 2022$469,000
-8.6%
3,554
+10.1%
0.04%
+11.8%
Q1 2022$513,000
-7.6%
3,228
-2.2%
0.03%
-2.9%
Q4 2021$555,000
+14.2%
3,299
+1.4%
0.04%
+6.1%
Q3 2021$486,000
+8.5%
3,252
+10.4%
0.03%
+10.0%
Q2 2021$448,000
+7.7%
2,945
-0.8%
0.03%
+3.4%
Q1 2021$416,000
+7.8%
2,969
+2.8%
0.03%
+11.5%
Q4 2020$386,000
+10.0%
2,887
-1.4%
0.03%
-13.3%
Q3 2020$351,000
+12.5%
2,929
+2.8%
0.03%0.0%
Q2 2020$312,0002,8500.03%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders