Marshall Financial Group LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 8 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Marshall Financial Group LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,026,072
-4.9%
26,510
-2.1%
1.45%
+0.5%
Q2 2023$4,235,286
+13.1%
27,069
+3.4%
1.44%
+7.4%
Q1 2023$3,745,697
+9.9%
26,168
+1.7%
1.34%
+1.6%
Q4 2022$3,406,741
+21.6%
25,731
+14.6%
1.32%
+11.8%
Q3 2022$2,802,000
-5.7%
22,446
-0.4%
1.18%
-0.3%
Q2 2022$2,970,000
+27.0%
22,531
+53.3%
1.19%
+24.0%
Q1 2022$2,338,000
-4.1%
14,700
+1.4%
0.96%
+6.6%
Q4 2021$2,437,000
+11.6%
14,496
+1.2%
0.90%
-20.5%
Q3 2021$2,184,000
+4.4%
14,329
+4.4%
1.13%
-0.1%
Q2 2021$2,091,000
+15.1%
13,728
+6.0%
1.13%
+4.1%
Q1 2021$1,816,000
+9.3%
12,953
+4.0%
1.08%
+0.1%
Q4 2020$1,662,00012,4531.08%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 42,538$7,200,9015.24%
Systelligence, LLC 76,754$12,992,9173.54%
Apella Capital, LLC 251,240$41,798,8232.33%
Diversified Trust Co 38,046$6,440,4260.22%
Capital Investment Advisors, LLC 43,354$7,339,0200.18%
CGN Advisors LLC 1,593$269,6920.04%
ST GERMAIN D J CO INC 70$11,8500.00%
COUNTRY TRUST BANK 280$47,3980.00%
View complete list of VANGUARD WORLD FD shareholders