FIRST NATIONAL CORP /MA/ /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 232 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
FIRST NATIONAL CORP /MA/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,102,391
-4.7%
10,480
-3.7%
0.30%
+7.6%
Q2 2023$1,156,972
+96.6%
10,883
+78.7%
0.28%
+96.4%
Q1 2023$588,624
-85.8%
6,089
-79.2%
0.14%
-84.9%
Q3 2021$4,131,000
-22.8%
29,344
-32.2%
0.93%
+20.3%
Q2 2021$5,350,000
+14.8%
43,261
+20.7%
0.77%
-33.4%
Q1 2021$4,661,000
+148.7%
35,854
+129.9%
1.16%
+126.7%
Q4 2020$1,874,000
+61.3%
15,595
+121.1%
0.51%
+40.9%
Q3 2020$1,162,000
+68.7%
7,053
-4.8%
0.36%
+52.7%
Q2 2020$689,000
-6.6%
7,407
-5.7%
0.24%
-13.8%
Q4 2019$738,000
+68.1%
7,857
+55.2%
0.28%
+55.4%
Q3 2019$439,000
+98.6%
5,063
+98.9%
0.18%
+94.5%
Q2 2019$221,000
-14.0%
2,546
-17.4%
0.09%
-15.0%
Q1 2019$257,000
+133.6%
3,082
+107.8%
0.11%
+109.8%
Q4 2018$110,0001,4830.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders