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

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 276 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.

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 Q3 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders