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. 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