MJP ASSOCIATES INC /ADV - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 269 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
MJP ASSOCIATES INC /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$1,104,171
+5.4%
5,597
-0.1%
0.23%
+0.9%
Q1 2024$1,047,173
+8.7%
5,604
-1.5%
0.23%
-11.3%
Q4 2023$963,423
+11.8%
5,691
+0.3%
0.26%
+2.8%
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 Q2 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,011$55,055,00018.93%
Global Endowment Management, LP 1,410,500$154,380,00011.55%
Cadence Bank 423,487$46,350,0009.56%
Black Diamond Financial, LLC 120,205$13,156,0008.59%
Verus Financial Partners, Inc. 290,062$31,747,0006.84%
HILLTOP WEALTH ADVISORS, LLC 31,873$3,489,0003.82%
Gray Wealth Management Inc. 37,583$4,1123.55%
Capital Advantage, Inc. 84,579$9,257,0003.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 302,549$33,117,0003.22%
Heartwood Wealth Advisors LLC 196,488$14,456,0002.86%
View complete list of VANGUARD WORLD FD shareholders