Accurate Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 278 filers reported holding VANGUARD WORLD FD in Q3 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 Q3 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders