Wells Financial Advisors INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - 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 Q4 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders