Beacon Pointe Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,445,346
+76.4%
22,686
+81.7%
0.04%
+34.4%
Q2 2023$1,953,655
-4.5%
12,486
-12.7%
0.03%
-8.6%
Q1 2023$2,046,364
+17.1%
14,296
+8.3%
0.04%
+2.9%
Q4 2022$1,747,590
+14.7%
13,199
+8.2%
0.03%0.0%
Q3 2022$1,523,000
-5.9%
12,199
-0.7%
0.03%0.0%
Q2 2022$1,619,000
-17.1%
12,285
+0.0%
0.03%
+25.9%
Q1 2022$1,953,000
+687.5%
12,281
+730.9%
0.03%
+350.0%
Q4 2021$248,0001,4780.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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