Geneos Wealth Management Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 276 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$137,097
-2.6%
903
+0.4%
0.01%0.0%
Q2 2023$140,715
+9.7%
899
+0.3%
0.01%
-12.5%
Q1 2023$128,282
+8.5%
896
+0.3%
0.01%
+14.3%
Q4 2022$118,233
+8.5%
893
+1.7%
0.01%
-12.5%
Q3 2022$109,000
-6.0%
8780.0%0.01%
+33.3%
Q2 2022$116,000
-83.6%
878
-80.3%
0.01%
-80.0%
Q1 2022$707,000
-24.9%
4,447
-20.7%
0.03%
-16.7%
Q4 2021$942,000
+12.1%
5,607
+2.8%
0.04%
+12.5%
Q3 2021$840,000
-12.9%
5,452
-12.8%
0.03%
-15.8%
Q2 2021$964,000
-26.5%
6,250
-29.5%
0.04%
+2.7%
Q1 2021$1,311,000
+42.5%
8,870
+1.8%
0.04%0.0%
Q4 2020$920,000
+147.3%
8,715
+175.4%
0.04%
+94.7%
Q3 2020$372,000
+71.4%
3,164
+54.2%
0.02%
+58.3%
Q2 2020$217,000
+17.3%
2,052
-1.3%
0.01%0.0%
Q1 2020$185,000
+10.1%
2,078
+38.5%
0.01%
+33.3%
Q4 2019$168,000
+9.8%
1,5000.0%0.01%0.0%
Q3 2019$153,000
+51.5%
1,500
+50.0%
0.01%
+50.0%
Q2 2019$101,000
+4.1%
1,0000.0%0.01%0.0%
Q1 2019$97,000
+12.8%
1,0000.0%0.01%0.0%
Q4 2018$86,000
-14.0%
1,0000.0%0.01%
-14.3%
Q3 2018$100,000
+11.1%
1,0000.0%0.01%
-12.5%
Q1 2018$90,000
-1.1%
1,0000.0%0.01%0.0%
Q4 2017$91,0001,0000.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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