Valmark Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,788,489
-6.3%
7,607
-2.4%
0.04%
-5.1%
Q2 2023$1,908,960
+2.2%
7,797
-0.4%
0.04%
-2.5%
Q1 2023$1,867,412
-0.7%
7,831
+3.3%
0.04%
-7.0%
Q4 2022$1,881,032
-30.6%
7,583
-37.4%
0.04%
-21.8%
Q3 2022$2,711,000
-2.3%
12,120
+2.8%
0.06%
+1.9%
Q2 2022$2,776,000
+21.8%
11,788
+31.5%
0.05%
+35.0%
Q1 2022$2,280,000
+27.5%
8,964
+33.6%
0.04%
+29.0%
Q4 2021$1,788,000
+3.4%
6,710
-4.2%
0.03%
-3.1%
Q3 2021$1,730,000
+0.1%
7,001
+0.1%
0.03%0.0%
Q2 2021$1,728,000
-29.3%
6,994
-34.5%
0.03%
-31.9%
Q1 2021$2,444,000
-9.0%
10,682
-11.0%
0.05%
-14.5%
Q4 2020$2,686,000
-12.1%
12,004
-19.9%
0.06%
-20.3%
Q3 2020$3,056,000
+15.1%
14,978
+8.7%
0.07%
+11.3%
Q2 2020$2,655,000
+61.9%
13,780
+39.6%
0.06%
+44.2%
Q1 2020$1,640,000
+158.7%
9,874
+198.7%
0.04%
+207.1%
Q4 2019$634,000
+27.8%
3,306
+11.8%
0.01%
+27.3%
Q3 2019$496,000
+45.9%
2,958
+51.5%
0.01%
+57.1%
Q2 2019$340,000
+0.9%
1,9530.0%0.01%
-12.5%
Q1 2019$337,0001,9530.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders