TriaGen Wealth Management LLC - 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
TriaGen Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,088,468
-0.7%
40,090
+2.3%
3.11%
+10.8%
Q2 2023$6,130,416
+12.6%
39,182
+3.0%
2.80%
+2.5%
Q1 2023$5,444,902
+11.7%
38,039
+3.3%
2.74%
+1.1%
Q4 2022$4,874,438
+8.4%
36,816
+2.2%
2.71%
+9.0%
Q3 2022$4,497,000
+24.5%
36,031
+31.5%
2.48%
-3.2%
Q2 2022$3,611,000
-16.1%
27,398
+1.3%
2.56%
+14.9%
Q1 2022$4,303,000
-7.5%
27,053
-2.3%
2.23%
-2.8%
Q4 2021$4,652,000
+11.7%
27,679
+1.2%
2.30%
+1.4%
Q3 2021$4,166,000
-0.2%
27,341
+2.3%
2.27%
+5.4%
Q2 2021$4,173,000
+27.8%
26,723
+14.8%
2.15%
+14.5%
Q1 2021$3,265,000
-2.9%
23,284
-7.5%
1.88%
-4.7%
Q4 2020$3,361,00025,1841.97%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders