NEXT Financial Group, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 120 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$3,363,000
+586.3%
24,025
+565.3%
0.22%
+481.6%
Q3 2021$490,000
+1189.5%
3,611
+1171.5%
0.04%
+1166.7%
Q2 2021$38,000
-9.5%
284
-16.0%
0.00%
-25.0%
Q1 2021$42,000
-91.7%
338
-89.9%
0.00%
-91.8%
Q4 2020$508,000
-56.6%
3,340
-52.8%
0.05%
-61.1%
Q3 2020$1,171,000
-13.3%
7,072
-13.0%
0.13%
-20.3%
Q2 2020$1,350,000
-25.5%
8,131
-24.8%
0.16%
-32.5%
Q1 2020$1,813,000
+484.8%
10,811
+352.7%
0.23%
+631.2%
Q4 2019$310,000
+16.5%
2,388
+27.2%
0.03%
+10.3%
Q3 2019$266,000
+106.2%
1,878
+84.3%
0.03%
+107.1%
Q2 2019$129,000
+12.2%
1,019
+5.5%
0.01%
-51.7%
Q1 2019$115,000
+505.3%
966
+500.0%
0.03%
+480.0%
Q3 2017$19,000
-88.6%
161
-86.8%
0.01%
-83.3%
Q3 2016$167,000
+9.9%
1,223
+10.7%
0.03%
-37.5%
Q2 2016$152,000
+9.4%
1,105
+0.3%
0.05%
-2.0%
Q1 2016$139,0001,1020.05%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders