Wells Financial Advisors INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 276 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$184,826
-2.9%
1,2170.0%0.14%0.0%
Q2 2023$190,412
-2.7%
1,217
-11.0%
0.14%
-7.7%
Q1 2023$195,672
-5.7%
1,367
-12.8%
0.16%
-9.3%
Q4 2022$207,471
+5.9%
1,5670.0%0.17%
-9.5%
Q3 2022$196,000
-7.1%
1,567
-2.2%
0.19%
-0.5%
Q2 2022$211,000
-17.3%
1,6020.0%0.19%
-10.3%
Q1 2022$255,000
-5.2%
1,6020.0%0.21%
-0.9%
Q4 2021$269,000
+6.7%
1,602
-3.0%
0.22%
+0.9%
Q3 2021$252,0000.0%1,6520.0%0.21%0.0%
Q2 2021$252,000
+8.6%
1,6520.0%0.21%
+2.4%
Q1 2021$232,000
+5.5%
1,6520.0%0.21%
+10.6%
Q4 2020$220,0001,6520.19%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 42,538$7,200,9015.24%
Systelligence, LLC 76,754$12,992,9173.54%
Apella Capital, LLC 251,240$41,798,8232.33%
Diversified Trust Co 38,046$6,440,4260.22%
Capital Investment Advisors, LLC 43,354$7,339,0200.18%
CGN Advisors LLC 1,593$269,6920.04%
ST GERMAIN D J CO INC 70$11,8500.00%
COUNTRY TRUST BANK 280$47,3980.00%
View complete list of VANGUARD WORLD FD shareholders