Global Retirement Partners, 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
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$82,280
+55.1%
544
+60.5%
0.00%
+33.3%
Q2 2023$53,040
+517.4%
339
+465.0%
0.00%
Q1 2023$8,591
+8.1%
600.0%0.00%
-100.0%
Q4 2022$7,944
-0.7%
600.0%0.00%0.0%
Q3 2022$8,0000.0%600.0%0.00%0.0%
Q2 2022$8,0000.0%600.0%0.00%0.0%
Q1 2022$8,000
-11.1%
600.0%0.00%0.0%
Q3 2021$9,0000.0%600.0%0.00%0.0%
Q2 2021$9,000
+12.5%
600.0%0.00%0.0%
Q1 2021$8,000600.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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