West Financial Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
West Financial Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$588,497
-2.9%
3,8750.0%0.15%
-0.7%
Q2 2023$606,283
+9.3%
3,8750.0%0.15%
+2.8%
Q1 2023$554,668
+8.1%
3,8750.0%0.14%
+1.4%
Q4 2022$513,050
+6.0%
3,8750.0%0.14%
-1.4%
Q3 2022$484,000
-48.0%
3,875
-45.1%
0.14%
-46.5%
Q2 2022$931,000
-17.1%
7,0630.0%0.27%
-8.1%
Q1 2022$1,123,000
-5.4%
7,0630.0%0.30%
-7.5%
Q4 2021$1,187,000
+10.3%
7,0630.0%0.32%
+1.3%
Q3 2021$1,076,0000.0%7,0630.0%0.32%
-4.3%
Q2 2021$1,076,000
+8.7%
7,0630.0%0.33%
-0.9%
Q1 2021$990,000
+5.0%
7,0630.0%0.33%
-0.6%
Q4 2020$943,0007,0630.33%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders