Stokes Family Office, 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
Stokes Family Office, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,610,014
-2.9%
30,3550.0%0.54%
-1.5%
Q2 2023$4,749,343
+9.3%
30,3550.0%0.55%
+1.5%
Q1 2023$4,345,015
+7.3%
30,355
-0.7%
0.54%
+3.8%
Q4 2022$4,048,130
+6.1%
30,5750.0%0.52%
-4.2%
Q3 2022$3,816,000
-5.3%
30,5750.0%0.54%
-1.1%
Q2 2022$4,030,000
-17.1%
30,5750.0%0.55%
-14.7%
Q1 2022$4,863,000
-5.4%
30,5750.0%0.64%
+0.9%
Q4 2021$5,139,000
+10.3%
30,5750.0%0.64%
-1.1%
Q3 2021$4,659,000
+0.0%
30,5750.0%0.65%
-2.0%
Q2 2021$4,658,000
+8.6%
30,5750.0%0.66%
-1.2%
Q1 2021$4,288,000
+5.1%
30,5750.0%0.67%
-17.0%
Q4 2020$4,080,000
+11.3%
30,5750.0%0.80%
-3.2%
Q3 2020$3,666,000
+9.6%
30,5750.0%0.83%
-1.5%
Q2 2020$3,346,000
+20.4%
30,5750.0%0.84%
+13.9%
Q1 2020$2,780,000
-18.6%
30,5750.0%0.74%
-2.4%
Q4 2019$3,416,00030,5750.76%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders