DB Wealth Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 266 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.5%.

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 Q2 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders