Valmark Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$822,244
-6.2%
4,766
-1.1%
0.02%
-5.6%
Q2 2023$876,945
-2.7%
4,819
-4.9%
0.02%
-5.3%
Q1 2023$901,139
+2.6%
5,068
-1.8%
0.02%
-5.0%
Q4 2022$878,056
+9.3%
5,159
-4.6%
0.02%
+25.0%
Q3 2022$803,000
-9.3%
5,410
-2.0%
0.02%
-5.9%
Q2 2022$885,000
-8.3%
5,523
+11.1%
0.02%0.0%
Q1 2022$965,000
-2.9%
4,973
-1.5%
0.02%0.0%
Q4 2021$994,000
+4.0%
5,051
-8.4%
0.02%0.0%
Q3 2021$956,000
-0.2%
5,516
+4.1%
0.02%
-5.6%
Q2 2021$958,000
-44.0%
5,301
-46.4%
0.02%
-45.5%
Q1 2021$1,710,000
+106.3%
9,888
+87.3%
0.03%
+94.1%
Q4 2020$829,000
+13.6%
5,279
-2.7%
0.02%0.0%
Q3 2020$730,000
+4.7%
5,424
-6.1%
0.02%
+6.2%
Q2 2020$697,000
+0.4%
5,774
-19.9%
0.02%
-11.1%
Q1 2020$694,000
-30.9%
7,207
-3.8%
0.02%
-18.2%
Q4 2019$1,005,000
+3.5%
7,493
-2.5%
0.02%0.0%
Q3 2019$971,000
-95.9%
7,683
-95.8%
0.02%
-95.7%
Q2 2019$23,496,000
-1.0%
183,279
-4.9%
0.52%
-2.5%
Q1 2019$23,729,000
+4.6%
192,777
-5.8%
0.53%
-2.8%
Q4 2018$22,691,000
-8.7%
204,735
+8.0%
0.54%
-0.2%
Q3 2018$24,853,000
-1.8%
189,556
-1.4%
0.54%
-2.7%
Q2 2018$25,304,000
-1.5%
192,337
-3.4%
0.56%
-0.5%
Q1 2018$25,677,000
-3.8%
199,201
+2.1%
0.56%
-1.6%
Q4 2017$26,678,000
+6.5%
195,155
+0.2%
0.57%
-2.4%
Q3 2017$25,039,000
+1.1%
194,826
-4.4%
0.59%
-1.8%
Q2 2017$24,777,000
-0.5%
203,761
-2.6%
0.60%
-2.3%
Q1 2017$24,895,000
+2.9%
209,306
-2.7%
0.61%0.0%
Q4 2016$24,196,000
-4.2%
215,187
-8.9%
0.61%
-3.2%
Q3 2016$25,250,000
+0.5%
236,158
-3.7%
0.63%
-0.2%
Q2 2016$25,115,000
-0.6%
245,196
-4.7%
0.63%
-0.3%
Q1 2016$25,258,000
+4.6%
257,267
-3.6%
0.63%
+2.3%
Q4 2015$24,137,000
-13.9%
266,918
-11.7%
0.62%
-8.6%
Q3 2015$28,018,000
-1.6%
302,141
+14.2%
0.68%
+4.6%
Q2 2015$28,488,000
+0.2%
264,635
+1.0%
0.65%
-0.3%
Q1 2015$28,439,000
+1.5%
261,988
+0.4%
0.65%
-0.3%
Q4 2014$28,019,000
+3.6%
260,913
+6.3%
0.65%
+0.6%
Q3 2014$27,047,000
-0.2%
245,483
+1.2%
0.65%
-0.2%
Q2 2014$27,100,000
+7.6%
242,482
+2.3%
0.65%
+0.3%
Q1 2014$25,188,000
+8.2%
236,927
+5.1%
0.65%
+1.3%
Q4 2013$23,277,000
+14.2%
225,441
+5.3%
0.64%
+1.9%
Q3 2013$20,375,000
+18.8%
214,091
+8.0%
0.63%
+4.3%
Q2 2013$17,151,000198,2130.60%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders