Northeast Financial Consultants Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Northeast Financial Consultants Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$254,241
+12.3%
2,0060.0%0.02%
+14.3%
Q2 2023$226,458
-1.2%
2,0060.0%0.01%
-6.7%
Q1 2023$229,146
-5.8%
2,0060.0%0.02%
-6.2%
Q4 2022$243,288
+19.3%
2,0060.0%0.02%
+6.7%
Q3 2022$204,000
+2.0%
2,0060.0%0.02%
+7.1%
Q2 2022$200,000
-7.0%
2,0060.0%0.01%
+16.7%
Q1 2022$215,000
-63.9%
2,006
-75.1%
0.01%
-70.0%
Q3 2021$595,000
-2.6%
8,0560.0%0.04%
-2.4%
Q2 2021$611,000
+11.5%
8,0560.0%0.04%
-2.4%
Q1 2021$548,000
+31.1%
8,0560.0%0.04%
+20.0%
Q4 2020$418,000
+69.9%
8,056
+32.1%
0.04%
+59.1%
Q3 2020$246,000
-19.9%
6,1000.0%0.02%
-24.1%
Q2 2020$307,000
+34.1%
6,100
+1.7%
0.03%
+11.5%
Q1 2020$229,000
-53.2%
6,0000.0%0.03%
-40.9%
Q4 2019$489,000
+4.5%
6,0000.0%0.04%
-8.3%
Q3 2019$468,000
-8.2%
6,0000.0%0.05%
-7.7%
Q2 2019$510,000
+18.1%
6,000
+101.9%
0.05%
+8.3%
Q1 2019$432,000
+79.3%
2,972
+18.9%
0.05%
-52.5%
Q1 2017$241,000
-8.0%
2,5000.0%0.10%
-13.7%
Q4 2016$262,000
+7.4%
2,5000.0%0.12%
+13.6%
Q3 2016$244,000
-24.5%
2,500
-26.5%
0.10%
-28.5%
Q2 2016$323,000
+10.6%
3,4000.0%0.14%
-5.9%
Q1 2016$292,000
+3.2%
3,4000.0%0.15%
+4.1%
Q4 2015$283,0003,4000.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders