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 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

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 Q3 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders