National Wealth Management Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 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 Q3 2023
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders