Valmark Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,058 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,139,702
+10.5%
3,711
+0.5%
0.04%
+5.9%
Q1 2024$1,936,891
+9.1%
3,694
+0.7%
0.03%
+3.0%
Q4 2023$1,774,639
+9.3%
3,667
-6.3%
0.03%
-2.9%
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 Q3 2022
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders