BEAM WEALTH ADVISORS, INC. - 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
BEAM WEALTH ADVISORS, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2021$330,0000.0%2,1650.0%0.28%
-0.7%
Q2 2021$330,000
+8.6%
2,1650.0%0.28%
+5.2%
Q1 2021$304,000
-9.0%
2,165
-13.6%
0.27%
-14.0%
Q4 2020$334,000
+9.5%
2,505
-1.6%
0.32%
+10.1%
Q3 2020$305,000
+6.3%
2,5450.0%0.29%
-1.0%
Q2 2020$287,000
+20.6%
2,545
-2.7%
0.29%
+22.5%
Q1 2020$238,000
-18.5%
2,6150.0%0.24%
-13.2%
Q4 2019$292,0002,6150.27%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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