STEPH & CO - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 308 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
STEPH & CO ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$5,911,598
+3.0%
29,964
-2.4%
2.02%
+2.0%
Q1 2024$5,738,965
+20.3%
30,711
+9.0%
1.98%
-15.7%
Q4 2023$4,768,956
+11.5%
28,172
+0.0%
2.34%
-1.8%
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 2023
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