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

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 321 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.50 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$645,064
-5.3%
3,739
-0.1%
0.06%
-3.0%
Q2 2023$681,290
+17.3%
3,743
+14.7%
0.07%
+9.8%
Q1 2023$580,577
+2.8%
3,264
-1.7%
0.06%
-3.2%
Q4 2022$564,988
+16.3%
3,319
+1.4%
0.06%
-10.0%
Q3 2022$486,000
-7.1%
3,274
+0.2%
0.07%0.0%
Q2 2022$523,000
-15.6%
3,266
+2.2%
0.07%
-5.4%
Q1 2022$620,000
+11.1%
3,195
+12.7%
0.07%
+1.4%
Q4 2021$558,000
+22.1%
2,836
+7.6%
0.07%
+5.8%
Q3 2021$457,000
-5.6%
2,635
-1.6%
0.07%
-14.8%
Q2 2021$484,000
+12.6%
2,677
+7.8%
0.08%
-17.3%
Q1 2021$430,000
+16.8%
2,483
+6.0%
0.10%
+1.0%
Q4 2020$368,000
+20.7%
2,342
+3.4%
0.10%
+2.1%
Q3 2020$305,000
+18.7%
2,264
+6.3%
0.10%
+4.4%
Q2 2020$257,000
+23.6%
2,130
-1.3%
0.09%
+2.2%
Q1 2020$208,000
-13.7%
2,158
+20.0%
0.09%
+7.2%
Q4 2019$241,000
+6.6%
1,799
+0.9%
0.08%
+2.5%
Q3 2019$226,0000.0%1,783
+1.1%
0.08%
-45.6%
Q2 2019$226,000
+9.2%
1,763
+4.9%
0.15%
+4.9%
Q1 2019$207,0001,6800.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders