SUMMIT WEALTH & RETIREMENT PLANNING, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$27,850,376
-1.8%
183,383
+1.1%
11.20%
+0.4%
Q2 2023$28,367,137
+7.9%
181,306
-1.3%
11.16%
+13.5%
Q1 2023$26,295,247
+9.9%
183,703
+1.6%
9.83%
+1.1%
Q4 2022$23,927,725
+4.0%
180,723
-2.0%
9.73%
+6.2%
Q3 2022$23,009,000
-11.4%
184,339
-6.5%
9.16%
-8.2%
Q2 2022$25,976,000
-14.3%
197,074
+3.4%
9.97%
-6.9%
Q1 2022$30,303,000
-11.5%
190,534
-6.5%
10.70%
-8.5%
Q4 2021$34,237,000
+16.0%
203,697
+5.2%
11.70%
+8.4%
Q3 2021$29,509,000
+5.5%
193,638
+5.5%
10.80%
+4.4%
Q2 2021$27,966,000
+8.3%
183,574
-0.3%
10.35%
+7.8%
Q1 2021$25,818,000
+16.0%
184,109
+10.4%
9.60%
+13.6%
Q4 2020$22,259,000
+12.2%
166,795
+0.8%
8.44%
-0.9%
Q3 2020$19,847,000
+293.2%
165,530
+259.0%
8.52%
+259.9%
Q2 2020$5,047,000
+97.5%
46,109
+64.1%
2.37%
+73.4%
Q1 2020$2,555,00028,0941.37%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders