Tradition Wealth Management, 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
Tradition Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,733
-4.3%
31,167
-1.4%
0.56%
-2.4%
Q2 2023$4,945
+7.5%
31,605
-1.6%
0.58%
+0.9%
Q1 2023$4,599
+11.7%
32,131
+3.3%
0.57%
-1.5%
Q4 2022$4,118
-99.9%
31,101
+4.3%
0.58%
+3.9%
Q3 2022$3,720,000
-5.1%
29,805
+0.3%
0.56%
-1.8%
Q2 2022$3,918,000
-15.3%
29,724
+2.2%
0.57%
-3.6%
Q1 2022$4,624,000
-6.4%
29,075
-1.1%
0.59%
-5.0%
Q4 2021$4,940,000
+8.7%
29,392
-1.5%
0.62%
-4.0%
Q3 2021$4,546,000
+6.2%
29,835
+6.2%
0.65%
+0.9%
Q2 2021$4,279,000
+13.0%
28,090
+4.0%
0.64%
-2.1%
Q1 2021$3,788,000
+101.3%
27,011
+91.6%
0.66%
+79.5%
Q4 2020$1,882,00014,1000.36%
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