Newton One Investments LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 282 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$135,286
+11.5%
7990.0%0.06%
-13.9%
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 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,011$55,055,00018.93%
Global Endowment Management, LP 1,410,500$154,380,00011.55%
Cadence Bank 423,487$46,350,0009.56%
Black Diamond Financial, LLC 120,205$13,156,0008.59%
Verus Financial Partners, Inc. 290,062$31,747,0006.84%
HILLTOP WEALTH ADVISORS, LLC 31,873$3,489,0003.82%
Gray Wealth Management Inc. 37,583$4,1123.55%
Capital Advantage, Inc. 84,579$9,257,0003.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 302,549$33,117,0003.22%
Heartwood Wealth Advisors LLC 196,488$14,456,0002.86%
View complete list of VANGUARD WORLD FD shareholders