Valmark Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 429 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.50 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 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders