Joseph P. Lucia & Associates, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$98,000
-16.9%
7450.0%0.07%
-4.2%
Q1 2022$118,000
-0.8%
745
-4.5%
0.07%
+1.4%
Q3 2021$119,0000.0%7800.0%0.07%0.0%
Q2 2021$119,000
+9.2%
7800.0%0.07%
+44.9%
Q1 2021$109,000
+4.8%
7800.0%0.05%
-32.9%
Q4 2020$104,000
+22.4%
780
+0.4%
0.07%
-3.9%
Q2 2020$85,000
+19.7%
7770.0%0.08%
-3.8%
Q1 2020$71,000
-18.4%
777
-0.6%
0.08%0.0%
Q4 2019$87,000
-8.4%
782
-14.9%
0.08%
-19.4%
Q3 2019$95,000
-34.9%
919
-36.3%
0.10%
-35.9%
Q2 2019$146,000
+151.7%
1,442
-75.1%
0.15%
+3725.0%
Q1 2019$58,0005,7840.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders