STEPH & CO - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - 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 Q4 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders