WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 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
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$961,185
-2.2%
6,329
+0.8%
0.33%0.0%
Q2 2023$982,569
+9.3%
6,2800.0%0.33%
+4.2%
Q1 2023$898,919
+7.6%
6,280
-0.5%
0.31%
+5.7%
Q4 2022$835,709
+6.1%
6,312
+0.0%
0.30%
-18.5%
Q3 2022$788,000
-5.3%
6,3110.0%0.36%
+6.1%
Q2 2022$832,000
-22.0%
6,311
-5.8%
0.34%
-23.1%
Q1 2022$1,066,000
-7.9%
6,701
-2.6%
0.44%
-18.9%
Q4 2021$1,157,000
+4.5%
6,882
-5.3%
0.55%
-19.7%
Q3 2021$1,107,000
-3.6%
7,264
-3.6%
0.68%
-0.3%
Q2 2021$1,148,000
-5.9%
7,533
-13.6%
0.69%
-11.6%
Q1 2021$1,220,000
-16.0%
8,720
-19.9%
0.78%
-12.9%
Q4 2020$1,453,000
-0.5%
10,891
-10.6%
0.89%
-6.8%
Q3 2020$1,461,000
+0.8%
12,182
-8.0%
0.96%
-2.3%
Q2 2020$1,449,000
-90.2%
13,239
-91.8%
0.98%
-90.7%
Q1 2020$14,723,000
-24.4%
161,894
-7.2%
10.58%
-9.8%
Q4 2019$19,485,000
+8.2%
174,405
-0.1%
11.73%
+2.5%
Q3 2019$18,009,000174,65711.45%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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