TrinityPoint Wealth, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 255 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2022$224,000
-6.7%
1,406
-1.7%
0.04%
-4.7%
Q4 2021$240,000
+1.3%
1,431
-7.9%
0.04%
-4.4%
Q3 2021$237,000
-2.1%
1,554
-2.2%
0.04%
-8.2%
Q2 2021$242,000
-8.7%
1,589
-15.9%
0.05%
-21.0%
Q1 2021$265,000
+2.3%
1,889
+0.1%
0.06%0.0%
Q4 2020$259,000
+8.8%
1,888
-5.0%
0.06%
-6.1%
Q3 2020$238,000
+6.7%
1,987
-2.4%
0.07%
-7.0%
Q2 2020$223,000
-8.6%
2,036
-6.8%
0.07%
-13.4%
Q4 2019$244,000
+5.2%
2,184
+0.0%
0.08%
+1.2%
Q3 2019$232,000
+2.2%
2,183
+0.0%
0.08%
-25.7%
Q2 2019$227,000
-18.6%
2,182
-23.7%
0.11%
-20.4%
Q1 2019$279,000
+22.4%
2,859
+9.0%
0.14%
-2.1%
Q4 2018$228,0002,6230.14%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders