Berger Financial Group, Inc - 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
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 Q2 2022
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