Newton One Investments LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 276 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$121,372
-2.9%
7990.0%0.07%0.0%
Q2 2023$125,040
+9.7%
799
+0.4%
0.07%
+5.9%
Q1 2023$113,994
+8.5%
796
+0.3%
0.07%0.0%
Q4 2022$105,064
+6.1%
7940.0%0.07%
-2.9%
Q3 2022$99,000
-5.7%
7940.0%0.07%
-10.3%
Q2 2022$105,000
-16.7%
7940.0%0.08%
-15.2%
Q1 2022$126,000
-5.3%
7940.0%0.09%
-2.1%
Q4 2021$133,000
+10.8%
794
+0.8%
0.09%
+5.6%
Q3 2021$120,0000.0%7880.0%0.09%
-6.3%
Q2 2021$120,000
+9.1%
788
+0.6%
0.10%
-3.1%
Q1 2021$110,000
+4.8%
7830.0%0.10%
-4.9%
Q4 2020$105,0007830.10%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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