Accurate Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 412 filers reported holding VANGUARD WORLD FD in Q2 2024. 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
Q2 2024$366,368
+15.4%
1,799
+0.3%
0.09%
-5.4%
Q1 2024$317,551
+3.1%
1,793
-0.9%
0.09%
-3.1%
Q4 2023$307,863
-4.8%
1,809
-13.1%
0.10%
-5.0%
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 2024
NameSharesValueWeighting ↓
Verus Financial Partners, Inc. 771,624$53,828,00025.41%
Brouwer & Janachowski, LLC 148,364$10,350,0005.59%
Capital Advantage, Inc. 143,504$10,011,0003.38%
Evensky & Katz LLC 199,802$13,938,0003.34%
BANCORPSOUTH INC 268,584$18,736,0002.31%
Ancora Advisors LLC 495,519$34,675,0002.25%
Paracle Advisors, LLC 54,285$3,786,0002.14%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 66,299$4,625,0001.79%
SOL Capital Management CO 66,925$4,669,0001.66%
Baker Ellis Asset Management LLC 62,918$4,389,0001.51%
View complete list of VANGUARD WORLD FD shareholders