Northeast Financial Consultants Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 388 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Northeast Financial Consultants Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$474,185
-6.1%
2,5960.0%0.03%
-3.2%
Q2 2023$504,764
+0.5%
2,5960.0%0.03%
-3.1%
Q1 2023$502,350
+1.0%
2,5960.0%0.03%
-5.9%
Q4 2022$497,287
+11.5%
2,5960.0%0.03%
+3.0%
Q3 2022$446,000
-7.3%
2,5960.0%0.03%
-2.9%
Q2 2022$481,000
-5.5%
2,5960.0%0.03%
+17.2%
Q1 2022$509,000
-15.7%
2,596
-14.1%
0.03%
-19.4%
Q4 2021$604,000
+6.3%
3,021
-4.7%
0.04%
-5.3%
Q3 2021$568,000
+19.8%
3,171
+22.1%
0.04%
+18.8%
Q2 2021$474,000
+2.4%
2,5960.0%0.03%
-8.6%
Q1 2021$463,000
+2.7%
2,5960.0%0.04%
-5.4%
Q4 2020$451,000
+6.4%
2,5960.0%0.04%
-2.6%
Q3 2020$424,000
+9.8%
2,596
+0.5%
0.04%
+2.7%
Q2 2020$386,000
+9.3%
2,582
+0.9%
0.04%
-7.5%
Q1 2020$353,000
-14.1%
2,560
+0.5%
0.04%
+8.1%
Q4 2019$411,000
+4.3%
2,548
+1.4%
0.04%
-7.5%
Q3 2019$394,000
+5.3%
2,5140.0%0.04%
+5.3%
Q2 2019$374,000
-98.7%
2,514
-99.4%
0.04%
-98.8%
Q1 2019$28,435,000
+8649.2%
440,587
+18046.1%
3.16%
+3057.0%
Q2 2018$325,000
-1.5%
2,4280.0%0.10%
-9.9%
Q1 2018$330,000
-6.5%
2,428
+0.4%
0.11%
-5.1%
Q4 2017$353,000
+6.6%
2,418
+1.3%
0.12%
-3.3%
Q3 2017$331,000
-0.9%
2,388
+0.7%
0.12%
-8.3%
Q2 2017$334,000
+0.3%
2,3710.0%0.13%
-5.0%
Q1 2017$333,000
+5.4%
2,371
+0.6%
0.14%
-1.4%
Q4 2016$316,000
-1.2%
2,357
+0.7%
0.14%
+4.4%
Q3 2016$320,000
-2.4%
2,340
+0.6%
0.14%
-7.5%
Q2 2016$328,000
+4.8%
2,326
+0.6%
0.15%
-11.0%
Q1 2016$313,000
+5.4%
2,313
+0.5%
0.16%
+6.5%
Q4 2015$297,000
+7.2%
2,302
+0.7%
0.15%
+9.2%
Q3 2015$277,000
-1.1%
2,286
+2.0%
0.14%
+12.8%
Q2 2015$280,000
-1.8%
2,2420.0%0.12%
-3.8%
Q1 2015$285,000
+1.4%
2,2420.0%0.13%
-12.2%
Q4 2014$281,000
+8.9%
2,242
+1.9%
0.15%
+4.2%
Q3 2014$258,000
+1.6%
2,2000.0%0.14%
-1.4%
Q2 2014$254,0002,2000.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders