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

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$724,216
+10.0%
5,714
-2.0%
0.07%
+12.3%
Q2 2023$658,583
+3.4%
5,833
+4.7%
0.06%
-3.0%
Q1 2023$636,701
-5.7%
5,573
+0.1%
0.07%
-11.8%
Q4 2022$675,189
+19.3%
5,567
-0.1%
0.08%
-7.3%
Q3 2022$566,000
+2.2%
5,570
+0.1%
0.08%
+10.8%
Q2 2022$554,000
-7.0%
5,5660.0%0.07%
+2.8%
Q1 2022$596,000
+42.9%
5,566
+3.5%
0.07%
+30.9%
Q4 2021$417,000
+10.9%
5,378
+5.7%
0.06%
-3.5%
Q3 2021$376,000
-2.6%
5,087
+0.2%
0.06%
-12.3%
Q2 2021$386,000
+12.5%
5,079
+0.8%
0.06%
-16.7%
Q1 2021$343,000
+43.5%
5,040
+9.5%
0.08%
+23.8%
Q4 2020$239,0004,6030.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders