SMITH, MOORE & CO. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SMITH, MOORE & CO. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$373,904
-14.2%
2,462
-11.6%
0.05%
-12.5%
Q2 2023$435,898
+23.7%
2,786
+13.2%
0.06%
+16.7%
Q1 2023$352,411
+8.1%
2,4620.0%0.05%
+6.7%
Q4 2022$325,969
+6.2%
2,4620.0%0.04%
-4.3%
Q3 2022$307,000
-5.5%
2,4620.0%0.05%
-6.0%
Q2 2022$325,000
-17.1%
2,4620.0%0.05%
-5.7%
Q1 2022$392,000
-5.3%
2,4620.0%0.05%
-8.6%
Q4 2021$414,000
+10.4%
2,4620.0%0.06%
+1.8%
Q3 2021$375,0000.0%2,4620.0%0.06%
+1.8%
Q2 2021$375,000
+8.7%
2,4620.0%0.06%0.0%
Q1 2021$345,000
+16.9%
2,4620.0%0.06%
-8.2%
Q3 2020$295,000
+9.7%
2,4620.0%0.06%
+3.4%
Q2 2020$269,000
+20.1%
2,4620.0%0.06%0.0%
Q1 2020$224,000
-18.5%
2,4620.0%0.06%
+3.5%
Q4 2019$275,000
+8.3%
2,4620.0%0.06%
+1.8%
Q3 2019$254,000
+2.0%
2,4620.0%0.06%0.0%
Q2 2019$249,000
+3.3%
2,4620.0%0.06%
-1.8%
Q1 2019$241,000
+12.6%
2,4620.0%0.06%
-1.7%
Q4 2018$214,000
-13.4%
2,4620.0%0.06%
+3.6%
Q3 2018$247,000
+7.4%
2,4620.0%0.06%
-3.4%
Q2 2018$230,000
+3.1%
2,4620.0%0.06%
-3.3%
Q1 2018$223,000
-1.3%
2,4620.0%0.06%
-1.6%
Q4 2017$226,000
+6.6%
2,4620.0%0.06%
+1.7%
Q3 2017$212,000
+3.9%
2,4620.0%0.06%
-11.8%
Q2 2017$204,0002,4620.07%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders