Heartwood Wealth Advisors 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
Heartwood Wealth Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,467,216
+5.9%
9,661
+9.2%
0.22%
+10.2%
Q2 2023$1,384,827
+9.3%
8,8510.0%0.20%
+3.7%
Q1 2023$1,266,932
+8.1%
8,8510.0%0.19%
+2.7%
Q4 2022$1,171,872
+6.1%
8,8510.0%0.18%
-3.7%
Q3 2022$1,105,000
-5.3%
8,8510.0%0.19%
-0.5%
Q2 2022$1,167,000
-17.1%
8,8510.0%0.19%
-8.6%
Q1 2022$1,408,000
-5.8%
8,851
-0.5%
0.21%
-6.7%
Q4 2021$1,495,000
+10.3%
8,8930.0%0.22%
+6.6%
Q3 2021$1,355,0000.0%8,8930.0%0.21%
+1.4%
Q2 2021$1,355,000
-92.5%
8,893
-93.1%
0.21%
-92.8%
Q1 2021$18,077,000
-0.4%
128,912
-5.2%
2.90%
-0.9%
Q4 2020$18,153,000
+13.2%
136,030
+1.7%
2.93%
-4.4%
Q3 2020$16,030,000
+10.9%
133,694
-32.0%
3.07%
+7.1%
Q2 2020$14,456,000
+24.7%
196,488
+54.1%
2.86%
+2.8%
Q1 2020$11,596,000
-23.7%
127,516
-6.3%
2.78%
-4.2%
Q4 2019$15,197,000136,0292.90%
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