Valmark Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 874 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,181,719
-0.0%
8,202
+1.7%
0.04%
-2.6%
Q1 2024$2,181,997
+10.5%
8,066
+2.4%
0.04%
+2.7%
Q4 2023$1,975,455
+10.5%
7,880
+3.6%
0.04%0.0%
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 Q2 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
EXECUTIVE WEALTH GROUP LLC 52,272$10,070,1058.06%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
View complete list of VANGUARD WORLD FDS shareholders