Valmark Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$627,697
-10.7%
4,922
-0.5%
0.01%
-7.1%
Q2 2023$702,986
-4.6%
4,945
-1.0%
0.01%
-12.5%
Q1 2023$736,669
-2.5%
4,994
+1.4%
0.02%
-5.9%
Q4 2022$755,250
+7.6%
4,925
-0.3%
0.02%
+21.4%
Q3 2022$702,000
-5.6%
4,938
+1.1%
0.01%0.0%
Q2 2022$744,000
-6.6%
4,883
-0.9%
0.01%0.0%
Q1 2022$797,000
+13.5%
4,925
+9.8%
0.01%
+16.7%
Q4 2021$702,000
+14.9%
4,486
+2.2%
0.01%
+9.1%
Q3 2021$611,000
+26.8%
4,391
+26.5%
0.01%
+22.2%
Q2 2021$482,000
-16.0%
3,470
-15.0%
0.01%
-18.2%
Q1 2021$574,000
-4.2%
4,084
-6.4%
0.01%
-8.3%
Q4 2020$599,000
+8.3%
4,365
+1.9%
0.01%
-7.7%
Q3 2020$553,000
+10.4%
4,283
+5.8%
0.01%
+8.3%
Q2 2020$501,000
-9.2%
4,048
-10.5%
0.01%
-14.3%
Q1 2020$552,000
-19.4%
4,525
-5.6%
0.01%
-6.7%
Q4 2019$685,000
-5.6%
4,791
-5.1%
0.02%
-6.2%
Q3 2019$726,000
+18.6%
5,051
+9.7%
0.02%
+23.1%
Q2 2019$612,000
-2.1%
4,604
-4.5%
0.01%
-7.1%
Q1 2019$625,000
+25.5%
4,823
+14.2%
0.01%
+16.7%
Q4 2018$498,000
-2.0%
4,225
-1.9%
0.01%
+9.1%
Q3 2018$508,000
+1.2%
4,306
-0.5%
0.01%0.0%
Q2 2018$502,000
+9.8%
4,329
+5.9%
0.01%
+10.0%
Q1 2018$457,000
+6.8%
4,088
+11.4%
0.01%
+11.1%
Q4 2017$428,0003,6700.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders