WealthOne, LLC - 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
WealthOne, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$785,538
+73.6%
5,172
+78.8%
0.32%
+91.0%
Q2 2023$452,416
-44.5%
2,892
-49.2%
0.17%
-47.8%
Q1 2023$814,575
+6.1%
5,691
-1.9%
0.32%
+2.3%
Q4 2022$767,910
+6.1%
5,800
+0.0%
0.31%
-0.6%
Q3 2022$724,000
-5.2%
5,7980.0%0.31%0.0%
Q2 2022$764,000
-15.2%
5,798
+2.3%
0.31%
-1.3%
Q1 2022$901,000
-6.7%
5,667
-1.4%
0.32%
-4.8%
Q4 2021$966,000
+8.7%
5,750
-1.4%
0.33%0.0%
Q3 2021$889,000
-1.1%
5,834
-1.1%
0.33%
-5.1%
Q2 2021$899,000
+9.4%
5,900
+0.6%
0.35%
-0.6%
Q1 2021$822,000
+4.2%
5,865
-0.8%
0.35%
-7.3%
Q4 2020$789,000
+11.3%
5,910
+0.0%
0.38%
-4.5%
Q3 2020$709,000
+8.4%
5,909
-1.1%
0.40%
-0.5%
Q2 2020$654,000
+21.3%
5,974
+0.8%
0.40%
-2.9%
Q1 2020$539,000
+60.9%
5,924
+97.7%
0.41%
+97.6%
Q4 2019$335,000
+8.4%
2,9960.0%0.21%
-5.4%
Q3 2019$309,000
+2.0%
2,9960.0%0.22%
+3.3%
Q2 2019$303,000
+3.4%
2,9960.0%0.21%
-35.3%
Q1 2019$293,000
+12.7%
2,9960.0%0.33%
+45.2%
Q4 2018$260,0002,9960.23%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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