VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 254 filers reported holding VANGUARD WORLD FD in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders