DB Wealth Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 2022
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