TriaGen Wealth Management 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
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 Q3 2023
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