MJP ASSOCIATES INC /ADV - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 255 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.

Quarter-by-quarter ownership
MJP ASSOCIATES INC /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$861,911
-3.7%
5,675
-0.8%
0.25%
-14.7%
Q2 2023$895,138
+9.4%
5,721
+0.1%
0.29%
+17.2%
Q1 2023$818,128
+8.2%
5,716
+0.1%
0.25%
+13.6%
Q4 2022$755,982
+7.7%
5,710
+1.6%
0.22%
+4.8%
Q3 2022$702,000
-5.5%
5,621
-0.4%
0.21%
+1.0%
Q2 2022$743,000
-29.3%
5,641
-14.6%
0.21%
-21.2%
Q1 2022$1,051,000
-81.1%
6,607
-79.9%
0.26%
-84.0%
Q4 2021$5,570,000
+10.9%
32,888
-0.2%
1.65%
-2.8%
Q3 2021$5,024,000
+0.8%
32,967
+0.8%
1.70%
+2.0%
Q2 2021$4,983,000
+8.0%
32,711
-0.6%
1.67%
-10.9%
Q1 2021$4,613,000
-14.7%
32,894
-18.8%
1.87%
-17.7%
Q4 2020$5,405,00040,5022.28%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
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