Valmark Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,311,784
+14.5%
18,240
+2.0%
0.05%
+17.1%
Q2 2023$2,018,598
+0.2%
17,881
+1.4%
0.04%
-4.7%
Q1 2023$2,014,344
-0.4%
17,634
+5.8%
0.04%
-8.5%
Q4 2022$2,022,094
+21.1%
16,673
+1.4%
0.05%
+38.2%
Q3 2022$1,670,000
+1.5%
16,442
-0.6%
0.03%
+6.2%
Q2 2022$1,645,000
-8.4%
16,542
-1.4%
0.03%0.0%
Q1 2022$1,796,000
+40.2%
16,774
+1.6%
0.03%
+45.5%
Q4 2021$1,281,000
+5.3%
16,506
+0.3%
0.02%0.0%
Q3 2021$1,216,000
-1.9%
16,453
+0.7%
0.02%
-4.3%
Q2 2021$1,240,000
+13.4%
16,335
+1.7%
0.02%
+9.5%
Q1 2021$1,093,000
+33.1%
16,066
+1.4%
0.02%
+23.5%
Q4 2020$821,000
+38.0%
15,840
+7.3%
0.02%
+21.4%
Q3 2020$595,000
+1.7%
14,767
+26.9%
0.01%0.0%
Q2 2020$585,000
+45.9%
11,636
+10.8%
0.01%
+40.0%
Q1 2020$401,000
-53.2%
10,503
-0.2%
0.01%
-47.4%
Q4 2019$857,000
+50.1%
10,521
+43.8%
0.02%
+46.2%
Q3 2019$571,000
-97.5%
7,316
-97.3%
0.01%
-97.4%
Q2 2019$22,841,000
-0.5%
268,656
+4.6%
0.50%
-2.0%
Q1 2019$22,955,000
+5.4%
256,822
-9.1%
0.51%
-2.1%
Q4 2018$21,782,000
-11.0%
282,478
+21.3%
0.52%
-2.6%
Q3 2018$24,470,000
-3.2%
232,805
-3.3%
0.54%
-4.3%
Q2 2018$25,286,000
+1.9%
240,634
-10.4%
0.56%
+2.9%
Q1 2018$24,806,000
-3.4%
268,551
+3.5%
0.54%
-1.3%
Q4 2017$25,670,000
+4.0%
259,423
-1.7%
0.55%
-4.7%
Q3 2017$24,693,000
-0.9%
263,873
-6.3%
0.58%
-3.8%
Q2 2017$24,924,000
+0.2%
281,625
+9.4%
0.60%
-1.5%
Q1 2017$24,885,000
+3.1%
257,313
+11.6%
0.61%0.0%
Q4 2016$24,146,000
-7.3%
230,666
-13.5%
0.61%
-6.3%
Q3 2016$26,038,000
+4.1%
266,539
+1.4%
0.65%
+3.3%
Q2 2016$25,014,000
-1.8%
262,970
-11.4%
0.63%
-1.4%
Q1 2016$25,461,000
+3.4%
296,679
-3.4%
0.64%
+0.9%
Q4 2015$24,635,000
-14.2%
307,174
-2.6%
0.63%
-8.9%
Q3 2015$28,726,000
-0.7%
315,252
+16.5%
0.70%
+5.6%
Q2 2015$28,936,000
+1.8%
270,558
+4.0%
0.66%
+1.2%
Q1 2015$28,421,000
+0.2%
260,071
+2.4%
0.65%
-1.5%
Q4 2014$28,356,000
+4.5%
254,037
+22.8%
0.66%
+1.5%
Q3 2014$27,127,000
+0.3%
206,890
+10.2%
0.65%
+0.3%
Q2 2014$27,034,000
+7.8%
187,789
-3.8%
0.65%
+0.6%
Q1 2014$25,074,000
+7.6%
195,269
+6.0%
0.64%
+0.8%
Q4 2013$23,296,000
+17.7%
184,263
+11.0%
0.64%
+4.8%
Q3 2013$19,798,000
+14.8%
165,935
+8.2%
0.61%
+1.0%
Q2 2013$17,243,000153,3520.60%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders