STEPH & CO - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
STEPH & CO ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,276,659
+3.3%
28,160
+6.4%
2.39%
+5.7%
Q2 2023$4,139,306
+8.1%
26,456
-1.1%
2.26%
-4.8%
Q1 2023$3,827,564
+99940.9%
26,740
-7.5%
2.38%
-1.7%
Q4 2022$3,826
-99.9%
28,894
-27.8%
2.42%
-30.6%
Q3 2022$4,992,000
+118.2%
39,994
+130.4%
3.48%
+149.4%
Q2 2022$2,288,000
+2038.3%
17,358
+2471.6%
1.40%
+2081.2%
Q1 2022$107,000
-5.3%
6750.0%0.06%
-1.5%
Q4 2021$113,000
+9.7%
6750.0%0.06%
-1.5%
Q3 2021$103,0000.0%6750.0%0.07%
-1.5%
Q2 2021$103,0006750.07%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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