Capital Planning LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 255 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Planning LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$380,586
-2.9%
2,5060.0%0.15%
-2.0%
Q2 2023$392,089
+9.3%
2,5060.0%0.15%
+3.4%
Q1 2023$358,709
+8.1%
2,5060.0%0.15%
+0.7%
Q4 2022$331,794
+5.7%
2,5060.0%0.15%
-17.4%
Q3 2022$314,000
-4.8%
2,5060.0%0.18%0.0%
Q2 2022$330,000
-49.3%
2,506
-38.8%
0.18%
-29.9%
Q1 2022$651,000
-5.4%
4,0950.0%0.25%
-0.4%
Q4 2021$688,000
+9.9%
4,0950.0%0.26%
-0.4%
Q3 2021$626,000
+0.3%
4,0950.0%0.26%
-3.4%
Q2 2021$624,000
+8.7%
4,0950.0%0.26%
+4.7%
Q1 2021$574,000
+5.1%
4,0950.0%0.25%
-1.2%
Q4 2020$546,0004,0950.26%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 42,538$7,200,9015.24%
Systelligence, LLC 76,754$12,992,9173.54%
Apella Capital, LLC 251,240$41,798,8232.33%
Diversified Trust Co 38,046$6,440,4260.22%
Capital Investment Advisors, LLC 43,354$7,339,0200.18%
CGN Advisors LLC 1,593$269,6920.04%
ST GERMAIN D J CO INC 70$11,8500.00%
COUNTRY TRUST BANK 280$47,3980.00%
View complete list of VANGUARD WORLD FD shareholders