DB Wealth Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$470,655
-0.8%
3,099
+2.2%
0.30%
+2.1%
Q2 2023$474,610
+9.5%
3,033
+0.2%
0.29%
+6.6%
Q1 2023$433,447
+8.3%
3,028
+0.2%
0.27%
+5.4%
Q4 2022$400,209
+6.4%
3,023
+0.5%
0.26%
-3.4%
Q3 2022$376,000
-5.3%
3,0090.0%0.27%
-1.1%
Q2 2022$397,000
-26.6%
3,009
-11.5%
0.27%
-16.9%
Q1 2022$541,000
-5.3%
3,399
+0.1%
0.33%
-3.6%
Q4 2021$571,000
+10.7%
3,395
+0.3%
0.34%
+1.8%
Q3 2021$516,000
+2.8%
3,385
+2.8%
0.33%
+3.4%
Q2 2021$502,000
+19.2%
3,292
+9.6%
0.32%
+11.5%
Q1 2021$421,000
+17.3%
3,003
+11.5%
0.29%
+8.7%
Q4 2020$359,0002,6930.26%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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