VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 205 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$25
-7.4%
5030.0%0.00%
-20.0%
Q2 2023$270.0%5030.0%0.01%0.0%
Q1 2023$27
+3.8%
5030.0%0.01%0.0%
Q4 2022$26
-99.9%
503
-47.0%
0.01%
-44.4%
Q3 2022$42,000
-10.6%
9490.0%0.01%
-10.0%
Q2 2022$47,000
-13.0%
9490.0%0.01%0.0%
Q1 2022$54,000
-8.5%
9490.0%0.01%
-9.1%
Q4 2021$59,0000.0%9490.0%0.01%0.0%
Q3 2021$59,000
-3.3%
9490.0%0.01%0.0%
Q2 2021$61,0009490.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders