Disciplined Investments, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$47,877
+9.3%
3060.0%0.03%
+44.4%
Q1 2023$43,801
-57.0%
306
-60.3%
0.02%
-64.0%
Q4 2022$101,948
-21.6%
770
-26.3%
0.05%
-16.7%
Q3 2022$130,000
-15.0%
1,045
-10.0%
0.06%
-13.0%
Q2 2022$153,000
-60.2%
1,161
-51.9%
0.07%
-12.7%
Q1 2022$384,000
+81.1%
2,412
+91.0%
0.08%
-15.1%
Q4 2021$212,000
+1.0%
1,263
-8.3%
0.09%
-8.8%
Q3 2021$210,000
-0.9%
1,377
-1.1%
0.10%
-6.4%
Q2 2021$212,000
+1.0%
1,393
-6.9%
0.11%
-12.1%
Q1 2021$210,000
-6.2%
1,497
-10.7%
0.12%
-17.3%
Q4 2020$224,000
+10.3%
1,676
-0.9%
0.15%0.0%
Q3 2020$203,000
+3.0%
1,692
-5.8%
0.15%
-2.0%
Q2 2020$197,000
+72.8%
1,796
+43.8%
0.15%
+41.7%
Q1 2020$114,000
+10.7%
1,249
+35.8%
0.11%
+24.1%
Q4 2019$103,0009200.09%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
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