TrueWealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 285 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$900,390
-4.6%
5,929
-1.7%
0.38%
-1.8%
Q2 2023$943,570
-22.7%
6,031
-29.3%
0.39%
-24.4%
Q1 2023$1,221,299
-13.4%
8,532
-19.9%
0.51%
-17.0%
Q4 2022$1,410,848
-11.8%
10,656
-16.8%
0.62%
-18.6%
Q3 2022$1,599,000
-12.0%
12,809
-7.1%
0.76%
-10.3%
Q2 2022$1,818,000
-25.2%
13,793
-4.6%
0.84%
-22.5%
Q1 2022$2,430,0000.0%14,4580.0%1.09%0.0%
Q4 2021$2,430,000
+279.7%
14,458
+244.0%
1.09%
+203.1%
Q3 2021$640,000
+11.3%
4,203
+11.4%
0.36%
+7.1%
Q2 2021$575,000
-8.6%
3,772
-12.2%
0.34%
-17.8%
Q1 2021$629,000
+57.2%
4,297
+44.8%
0.41%
+18.9%
Q4 2020$400,0002,9670.34%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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