JNBA Financial Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 193 filers reported holding VANGUARD WORLD FDS in Q4 2014. The put-call ratio across all filers is 2.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$9,886
-29.4%
78
-61.6%
0.00%
-50.0%
Q1 2021$14,000
-17.6%
203
-38.1%
0.00%
-33.3%
Q4 2020$17,000
-15.0%
328
+33.3%
0.00%
-25.0%
Q4 2019$20,000
+400.0%
246
+392.0%
0.00%
+300.0%
Q2 2019$4,0000.0%500.0%0.00%0.0%
Q1 2019$4,000
-20.0%
50
-23.1%
0.00%0.0%
Q4 2018$5,0000.0%65
+30.0%
0.00%0.0%
Q2 2018$5,0000.0%500.0%0.00%0.0%
Q1 2018$5,0000.0%500.0%0.00%0.0%
Q4 2017$5,0000.0%500.0%0.00%0.0%
Q3 2017$5,000
+25.0%
500.0%0.00%0.0%
Q2 2017$4,000
-20.0%
500.0%0.00%0.0%
Q1 2017$5,0000.0%500.0%0.00%0.0%
Q4 2016$5,0000.0%500.0%0.00%0.0%
Q2 2016$5,000
+25.0%
500.0%0.00%0.0%
Q1 2016$4,0000.0%500.0%0.00%
-50.0%
Q4 2015$4,0000.0%500.0%0.00%0.0%
Q3 2015$4,000
-20.0%
500.0%0.00%0.0%
Q2 2015$5,0000.0%500.0%0.00%0.0%
Q1 2015$5,000
-16.7%
500.0%0.00%0.0%
Q4 2014$6,000
-14.3%
500.0%0.00%
-33.3%
Q3 2014$7,0000.0%500.0%0.00%0.0%
Q2 2014$7,000
+16.7%
500.0%0.00%0.0%
Q1 2014$6,000500.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2014
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders