National Wealth Management Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 474 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
National Wealth Management Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$789,696
-17.7%
6,192
-9.7%
0.86%
-13.9%
Q2 2023$960,088
-18.6%
6,858
-12.9%
1.00%
-26.0%
Q1 2023$1,179,527
-4.0%
7,871
-1.8%
1.35%
-8.5%
Q4 2022$1,228,966
-6.3%
8,014
-13.0%
1.47%
-13.5%
Q3 2022$1,311,035
-7.9%
9,216
-1.4%
1.70%
-5.1%
Q2 2022$1,424,054
+0.8%
9,347
+7.0%
1.80%
+31.7%
Q1 2022$1,412,879
+9.3%
8,732
+5.7%
1.36%
+12.6%
Q4 2021$1,292,5018,2641.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders