Advisor OS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 324 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$1,104,171
+5.4%
5,597
-0.1%
0.12%
+0.8%
Q1 2024$1,047,173
+8.7%
5,604
-1.5%
0.12%
-4.0%
Q4 2023$963,423
+11.8%
5,691
+0.3%
0.12%
-3.1%
Q3 2023$861,911
+3.2%
5,675
+6.4%
0.13%
-5.8%
Q2 2023$834,9015,3360.14%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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