VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 247 filers reported holding VANGUARD WORLD FD in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 207,779$10,879,32014.54%
Refined Wealth Management 250,804$13,132,07311.60%
LEO BROKERAGE, LLC 721,603$37,831,1715.65%
Crewe Advisors LLC 462,307$24,206,3953.53%
Stewardship Advisors, LLC 145,231$7,604,2952.92%
Northland Capital Management LLC 62,174$3,255,4362.44%
OGOREK ANTHONY JOSEPH /NY/ /ADV 99,142$5,1912.12%
Financial Connections Group, Inc. 53,675$2,8102.00%
Hanson & Doremus Investment Management 171,065$8,9571.99%
DHK Financial Advisors, Inc. 29,500$1,544,6051.92%
View complete list of VANGUARD WORLD FD shareholders