Valmark Advisers, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,736,856
-2.4%
7,655
+1.2%
0.04%0.0%
Q2 2023$1,780,311
+24.7%
7,565
+8.4%
0.04%
+16.1%
Q1 2023$1,427,195
+19.3%
6,979
+0.4%
0.03%
+10.7%
Q4 2022$1,196,461
-1.2%
6,953
+0.1%
0.03%
+16.7%
Q3 2022$1,211,000
-4.6%
6,947
-0.6%
0.02%
-4.0%
Q2 2022$1,270,000
-23.1%
6,987
-0.4%
0.02%
-13.8%
Q1 2022$1,651,000
-11.1%
7,014
-1.6%
0.03%
-9.4%
Q4 2021$1,858,000
+10.8%
7,126
-0.2%
0.03%
+3.2%
Q3 2021$1,677,000
-0.5%
7,143
-1.9%
0.03%0.0%
Q2 2021$1,685,000
+10.3%
7,283
-1.2%
0.03%
+6.9%
Q1 2021$1,527,000
+0.3%
7,374
-1.3%
0.03%
-6.5%
Q4 2020$1,523,000
+6.2%
7,474
-3.4%
0.03%
-6.1%
Q3 2020$1,434,000
-73.3%
7,737
-76.5%
0.03%
-73.8%
Q2 2020$5,378,000
+442.1%
32,891
+321.5%
0.13%
+384.6%
Q1 2020$992,000
+15.3%
7,803
+32.1%
0.03%
+36.8%
Q4 2019$860,000
+8.2%
5,906
-1.5%
0.02%
+5.6%
Q3 2019$795,000
+0.5%
5,995
-1.9%
0.02%
+5.9%
Q2 2019$791,000
+4.1%
6,1100.0%0.02%0.0%
Q1 2019$760,000
+16.2%
6,1100.0%0.02%
+6.2%
Q4 2018$654,000
+47.6%
6,110
+76.8%
0.02%
+60.0%
Q3 2018$443,000
+5.5%
3,455
-2.2%
0.01%
+11.1%
Q2 2018$420,000
+8.2%
3,534
+2.3%
0.01%0.0%
Q1 2018$388,000
+0.8%
3,4550.0%0.01%
+12.5%
Q4 2017$385,0003,4550.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders