Valmark Advisers, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,153,198
+2.6%
15,331
+6.8%
0.02%
+4.3%
Q2 2023$1,124,401
+11.5%
14,351
+2.0%
0.02%
+4.5%
Q1 2023$1,008,458
+10.9%
14,063
+1.8%
0.02%
+4.8%
Q4 2022$909,461
+18.9%
13,809
+13.5%
0.02%
+40.0%
Q3 2022$765,000
-3.4%
12,168
+2.0%
0.02%0.0%
Q2 2022$792,000
-17.5%
11,930
+0.8%
0.02%
-11.8%
Q1 2022$960,000
-7.2%
11,839
+0.6%
0.02%
-5.6%
Q4 2021$1,034,000
+59.1%
11,766
+45.0%
0.02%
+50.0%
Q3 2021$650,000
+64.6%
8,114
+64.4%
0.01%
+71.4%
Q2 2021$395,000
+4.5%
4,937
-3.6%
0.01%0.0%
Q1 2021$378,0005,1210.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 3,057,600$268,732,000100.00%
Refined Wealth Management 267,899$23,546,00018.26%
Platt Investment Counsel, LLC 231,549$20,351,00017.36%
IMPACTfolio, LLC 146,532$12,879,00011.28%
Crewe Advisors LLC 473,418$41,609,0008.46%
Verde Capital Management 218,649$19,217,0007.32%
RETIREMENT CAPITAL STRATEGIES 174,812$15,364,0005.64%
Financial Network Wealth Management LLC 117,489$10,326,0005.23%
EQ LLC 77,696$6,829,0004.76%
Cedar Wealth Management, LLC 128,472$11,291,0004.56%
View complete list of VANGUARD WORLD FD shareholders