Accurate Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 285 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$323,308
-51.8%
2,082
-50.8%
0.10%
-51.7%
Q2 2023$671,400
-71.4%
4,234
-74.2%
0.21%
-74.2%
Q1 2023$2,350,226
+320.8%
16,385
+295.7%
0.81%
+293.2%
Q4 2022$558,504
-66.4%
4,141
-61.5%
0.21%
-70.3%
Q3 2022$1,662,000
+1.4%
10,764
-10.9%
0.69%
-22.2%
Q2 2022$1,639,000
-27.5%
12,087
-15.0%
0.89%
-12.0%
Q1 2022$2,261,000
+111.9%
14,218
+110.9%
1.01%
+16.2%
Q4 2021$1,067,000
+1.4%
6,7410.0%0.87%
-4.8%
Q3 2021$1,052,000
+21.1%
6,741
+18.2%
0.92%
+19.9%
Q2 2021$869,0005,7020.76%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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