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

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 308 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$36,555,864
+6.1%
185,290
+0.5%
12.45%
+1.3%
Q1 2024$34,459,202
+13.0%
184,402
+2.3%
12.29%
-4.7%
Q4 2023$30,507,134
+9.5%
180,217
-1.7%
12.89%
+15.0%
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 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,011$55,055,00018.93%
Global Endowment Management, LP 1,410,500$154,380,00011.55%
Cadence Bank 423,487$46,350,0009.56%
Black Diamond Financial, LLC 120,205$13,156,0008.59%
Verus Financial Partners, Inc. 290,062$31,747,0006.84%
HILLTOP WEALTH ADVISORS, LLC 31,873$3,489,0003.82%
Gray Wealth Management Inc. 37,583$4,1123.55%
Capital Advantage, Inc. 84,579$9,257,0003.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 302,549$33,117,0003.22%
Heartwood Wealth Advisors LLC 196,488$14,456,0002.86%
View complete list of VANGUARD WORLD FD shareholders