Berger Financial Group, 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
Berger Financial Group, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$213,282
-2.8%
1,404
+0.1%
0.02%
-4.0%
Q2 2023$219,373
+9.5%
1,402
+0.1%
0.02%
+4.2%
Q1 2023$200,395
-12.9%
1,400
-19.6%
0.02%
-29.4%
Q2 2022$230,000
-30.7%
1,742
-16.7%
0.03%
-19.0%
Q1 2022$332,000
+42.5%
2,090
+50.6%
0.04%
+35.5%
Q4 2021$233,0001,3880.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders