BEAM WEALTH ADVISORS, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders