Valmark Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,623,036
-6.3%
3,912
-0.1%
0.03%
-2.9%
Q2 2023$1,731,658
+14.7%
3,9160.0%0.04%
+6.1%
Q1 2023$1,509,639
+81.2%
3,916
+50.2%
0.03%
+73.7%
Q4 2022$832,949
+38.8%
2,608
+33.6%
0.02%
+58.3%
Q3 2022$600,000
-4.6%
1,952
+1.3%
0.01%0.0%
Q2 2022$629,000
-21.1%
1,927
+0.7%
0.01%
-14.3%
Q1 2022$797,000
-7.1%
1,914
+2.2%
0.01%
-6.7%
Q4 2021$858,000
+11.7%
1,873
-2.1%
0.02%
+7.1%
Q3 2021$768,000
+8.6%
1,914
+8.0%
0.01%
+7.7%
Q2 2021$707,000
+10.5%
1,773
-0.7%
0.01%
+8.3%
Q1 2021$640,000
+1.3%
1,7850.0%0.01%
-7.7%
Q4 2020$632,000
+1.3%
1,785
-10.9%
0.01%
-7.1%
Q3 2020$624,000
+22.1%
2,003
+9.2%
0.01%
+16.7%
Q2 2020$511,000
+102.8%
1,834
+54.1%
0.01%
+71.4%
Q1 2020$252,000
-13.4%
1,1900.0%0.01%
+16.7%
Q4 2019$291,000
+11.1%
1,190
-2.1%
0.01%0.0%
Q3 2019$262,000
+26.0%
1,215
+23.5%
0.01%
+20.0%
Q2 2019$208,000
+1.5%
984
-3.9%
0.01%0.0%
Q1 2019$205,000
-56.0%
1,024
-63.8%
0.01%
-50.0%
Q4 2017$466,000
+64.7%
2,830
+7.0%
0.01%
+42.9%
Q2 2016$283,000
-0.4%
2,644
+2.0%
0.01%0.0%
Q1 2016$284,000
+32.1%
2,591
+30.4%
0.01%
+16.7%
Q4 2015$215,000
-5.3%
1,987
-12.5%
0.01%
+20.0%
Q3 2015$227,000
-3.8%
2,270
+2.1%
0.01%0.0%
Q2 2015$236,0002,2240.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders