Accurate Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 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 Q1 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 532,419$66,457,00019.95%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 184,339$23,009,0009.16%
Global Endowment Management, LP 547,941$68,394,0006.90%
Cadence Bank 454,989$56,792,0005.88%
Black Diamond Financial, LLC 109,816$13,707,0005.52%
Verus Financial Partners, Inc. 246,191$31,860,0004.82%
STEPH & CO 39,994$4,992,0003.48%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,857$32,462,0003.08%
LEAVELL INVESTMENT MANAGEMENT, INC. 308,528$38,692,0003.07%
Gray Wealth Management Inc. 38,476$4,8033.07%
View complete list of VANGUARD WORLD FD shareholders