JNBA Financial Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

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 Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders