NATIONS FINANCIAL GROUP INC, /IA/ /ADV - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 276 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,439,653
-2.4%
9,479
+0.5%
0.14%0.0%
Q2 2023$1,475,672
+9.6%
9,431
+0.2%
0.14%
+2.8%
Q1 2023$1,346,894
+6.7%
9,409
-1.3%
0.14%
-0.7%
Q4 2022$1,262,054
+4.6%
9,532
-1.3%
0.14%
-18.9%
Q3 2022$1,206,000
-5.3%
9,658
+0.0%
0.18%
+2.3%
Q2 2022$1,273,000
-18.7%
9,654
-1.9%
0.17%
-9.0%
Q1 2022$1,565,000
-3.2%
9,840
+2.4%
0.19%
-11.7%
Q4 2021$1,616,000
+10.8%
9,613
+0.4%
0.21%
-4.1%
Q3 2021$1,459,000
-1.2%
9,572
-1.3%
0.22%
-10.1%
Q2 2021$1,477,0009,6980.25%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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