West Financial Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 377 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
West Financial Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$755,029
+5.6%
3,8270.0%0.16%
+2.6%
Q1 2024$715,152
+10.4%
3,8270.0%0.15%
+3.4%
Q4 2023$647,835
+10.1%
3,827
-1.2%
0.15%0.0%
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 Q4 2023
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