Strategic Equity Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Strategic Equity Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,521,816
-5.4%
16,605
-2.5%
0.95%
+4.2%
Q2 2023$2,664,557
+7.9%
17,030
-1.3%
0.91%
+3.8%
Q1 2023$2,469,027
-1.2%
17,249
-8.6%
0.88%
-8.3%
Q4 2022$2,499,332
+3.0%
18,877
-2.9%
0.96%
-4.5%
Q3 2022$2,426,000
-5.7%
19,438
-0.5%
1.00%
-24.9%
Q2 2022$2,574,000
-20.1%
19,531
-3.5%
1.34%
+15.4%
Q1 2022$3,220,000
-9.4%
20,248
-4.3%
1.16%
+4.1%
Q4 2021$3,555,000
+2.1%
21,150
-7.4%
1.11%
-4.5%
Q3 2021$3,481,000
-7.5%
22,842
-7.6%
1.16%
-9.6%
Q2 2021$3,765,000
-48.8%
24,717
-52.9%
1.29%
-58.5%
Q1 2021$7,352,000
-3.9%
52,425
-8.6%
3.11%
-9.4%
Q4 2020$7,654,00057,3573.43%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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