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

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,082,837
-3.9%
4,605
+0.0%
0.11%
-1.8%
Q2 2023$1,127,174
+5.9%
4,604
+3.1%
0.11%
-0.9%
Q1 2023$1,064,548
-3.6%
4,464
+0.3%
0.11%
-9.7%
Q4 2022$1,104,125
+16.6%
4,451
+5.2%
0.12%
-9.5%
Q3 2022$947,000
-5.2%
4,231
-0.2%
0.14%
+2.2%
Q2 2022$999,000
-7.8%
4,240
-0.4%
0.13%
+3.1%
Q1 2022$1,083,000
-2.7%
4,256
+1.9%
0.13%
-11.0%
Q4 2021$1,113,000
+4.7%
4,178
-2.9%
0.15%
-9.3%
Q3 2021$1,063,000
+23.3%
4,301
+23.3%
0.16%
+11.8%
Q2 2021$862,000
+11.7%
3,487
+3.3%
0.14%
-18.2%
Q1 2021$772,000
+10.1%
3,376
+7.8%
0.18%
-4.9%
Q4 2020$701,000
+10.6%
3,133
+0.8%
0.18%
-6.1%
Q3 2020$634,000
+44.7%
3,109
+36.8%
0.20%
+26.3%
Q2 2020$438,000
+27.0%
2,273
+9.4%
0.16%
+6.1%
Q1 2020$345,000
-5.0%
2,078
+9.8%
0.15%
+17.6%
Q4 2019$363,000
+8.0%
1,893
-0.9%
0.12%
+3.3%
Q3 2019$336,000
-3.7%
1,911
-4.7%
0.12%
-47.6%
Q2 2019$349,000
+1.2%
2,005
+0.4%
0.23%
-2.5%
Q1 2019$345,000
-16.5%
1,998
-22.3%
0.24%
-28.4%
Q4 2018$413,000
-6.8%
2,570
+4.7%
0.33%
+4.4%
Q3 2018$443,000
+64.1%
2,455
+44.6%
0.32%
+40.9%
Q2 2018$270,000
+5.1%
1,698
+1.6%
0.22%
-3.8%
Q1 2018$257,000
-3.0%
1,672
-2.8%
0.23%
-3.7%
Q4 2017$265,000
+1.5%
1,720
+0.5%
0.24%
-4.3%
Q3 2017$261,000
+1.6%
1,711
-1.7%
0.25%
+20.4%
Q2 2017$257,000
+7.1%
1,7410.0%0.21%
-9.8%
Q1 2017$240,000
+13.7%
1,741
+4.6%
0.23%
+2.6%
Q4 2016$211,000
-4.5%
1,665
+0.2%
0.23%
+4.1%
Q3 2016$221,000
+2.3%
1,661
+0.3%
0.22%
-3.1%
Q2 2016$216,000
+5.9%
1,656
+0.2%
0.23%
-3.8%
Q1 2016$204,000
-6.8%
1,653
+0.1%
0.24%
-17.5%
Q4 2015$219,0001,6510.28%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders