LEAVELL INVESTMENT MANAGEMENT, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
LEAVELL INVESTMENT MANAGEMENT, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$21,664
-1.5%
95,477
+2.1%
1.52%
+1.4%
Q2 2023$21,996
+21.9%
93,475
+5.9%
1.49%
+16.1%
Q1 2023$18,048
+21.3%
88,251
+2.1%
1.29%
+15.3%
Q4 2022$14,873
-99.9%
86,437
-13.0%
1.12%
-18.9%
Q3 2022$17,347,000
-3.3%
99,333
+0.6%
1.38%
+0.2%
Q2 2022$17,938,000
-24.9%
98,729
-2.7%
1.37%
-16.3%
Q1 2022$23,876,000
-9.5%
101,428
+0.2%
1.64%
-6.5%
Q4 2021$26,392,000
+21.7%
101,213
+9.7%
1.76%
+8.7%
Q3 2021$21,693,000
+15.7%
92,284
+1.9%
1.62%
+5.8%
Q2 2021$18,754,0000.0%90,5660.0%1.53%0.0%
Q1 2021$18,754,000
-6.3%
90,566
-7.8%
1.53%
-11.6%
Q4 2020$20,018,000
-18.3%
98,249
-25.7%
1.73%
-18.8%
Q3 2020$24,510,000
+10.2%
132,201
-2.8%
2.13%
-1.6%
Q2 2020$22,236,000
+99.8%
135,991
+55.3%
2.16%
+67.8%
Q1 2020$11,131,000
-9.5%
87,594
+3.8%
1.29%
+12.1%
Q4 2019$12,296,000
+12.3%
84,415
+2.3%
1.15%
+2.5%
Q3 2019$10,949,000
+7.2%
82,531
+5.0%
1.12%
+4.5%
Q2 2019$10,210,000
+22.7%
78,604
+17.5%
1.08%
+15.7%
Q1 2019$8,319,000
+23.2%
66,903
+6.0%
0.93%
+9.6%
Q4 2018$6,752,000
-26.0%
63,093
-11.1%
0.85%
-13.6%
Q3 2018$9,123,000
+17.8%
70,958
+9.4%
0.98%
+11.6%
Q2 2018$7,743,000
+15.7%
64,852
+8.7%
0.88%
+13.0%
Q1 2018$6,694,000
+13.4%
59,638
+12.4%
0.78%
+12.1%
Q4 2017$5,905,000
-2.1%
53,041
-7.9%
0.70%
-6.7%
Q3 2017$6,032,000
+14.8%
57,601
+9.7%
0.74%
+11.9%
Q2 2017$5,255,000
+36.8%
52,522
+30.9%
0.67%
+35.1%
Q1 2017$3,841,000
+12.7%
40,127
+2.6%
0.49%
+109.8%
Q4 2016$3,408,000
+127.7%
39,128
+128.6%
0.24%
+6.3%
Q3 2016$1,497,000
+264.2%
17,115
+247.9%
0.22%
+262.3%
Q2 2016$411,000
+79.5%
4,919
+78.5%
0.06%
+79.4%
Q1 2016$229,0002,7560.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders