Valmark Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 464 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$609,282
-5.3%
4,119
-8.7%
0.01%
-9.1%
Q1 2024$643,178
-3.6%
4,511
-7.4%
0.01%
-8.3%
Q4 2023$667,472
+6.3%
4,870
-1.1%
0.01%
-7.7%
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 Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 666,667$82,447,0004.21%
Newport Wealth Strategies, Inc. 36,935$4,568,0004.17%
STABLEFORD CAPITAL II LLC 39,286$4,858,0003.64%
Stonebridge Financial Planning Group, LLC 26,398$3,345,0002.85%
TAP Consulting, LLC 45,754$5,658,0002.78%
Briaud Financial Planning, Inc 27,995$3,462,0002.64%
Freedom Investment Management, Inc. 175,166$21,663,0002.36%
Hamilton Wealth, LLC 63,558$7,860,0002.34%
Castle Rock Wealth Management, LLC 29,800$3,953,0002.32%
Tatro Capital, LLC 12,984$1,606,0002.30%
View complete list of VANGUARD WORLD FDS shareholders