BEAM WEALTH ADVISORS, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 258 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. 503,011$55,055,00018.93%
Global Endowment Management, LP 1,410,500$154,380,00011.55%
Cadence Bank 423,487$46,350,0009.56%
Black Diamond Financial, LLC 120,205$13,156,0008.59%
Verus Financial Partners, Inc. 290,062$31,747,0006.84%
HILLTOP WEALTH ADVISORS, LLC 31,873$3,489,0003.82%
Gray Wealth Management Inc. 37,583$4,1123.55%
Capital Advantage, Inc. 84,579$9,257,0003.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 302,549$33,117,0003.22%
Heartwood Wealth Advisors LLC 196,488$14,456,0002.86%
View complete list of VANGUARD WORLD FD shareholders