Global Retirement Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 285 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 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