Orion Portfolio Solutions, 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
Orion Portfolio Solutions, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$27,785,844
-13.6%
182,958
-11.0%
0.34%
-1.8%
Q2 2023$32,159,341
+10.7%
205,544
+1.3%
0.34%
-4.5%
Q1 2023$29,042,808
+4111.8%
202,898
+3795.9%
0.36%
+1391.7%
Q4 2022$689,560
+135.3%
5,208
+121.6%
0.02%
+100.0%
Q3 2022$293,000
-7.0%
2,350
-1.6%
0.01%
-7.7%
Q2 2022$315,000
-50.7%
2,387
-40.6%
0.01%
-40.9%
Q1 2022$639,000
+30.9%
4,019
+38.5%
0.02%
+37.5%
Q4 2021$488,000
+8.9%
2,901
-1.3%
0.02%0.0%
Q3 2021$448,000
+34.5%
2,939
+34.5%
0.02%
+23.1%
Q2 2021$333,000
+8.5%
2,185
-0.2%
0.01%0.0%
Q1 2021$307,0002,1900.01%
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