VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 273 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$280.0%5030.0%0.00%0.0%
Q1 2024$28
+3.7%
5030.0%0.00%0.0%
Q4 2023$27
+8.0%
5030.0%0.00%0.0%
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 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 239,295$12,708,96914.42%
Refined Wealth Management 256,695$13,633,09011.24%
LEO BROKERAGE, LLC 735,657$39,034,9364.45%
Crewe Advisors LLC 466,795$24,791,4833.48%
FLOW TRADERS U.S. LLC 1,410,083$74,8903.26%
Stewardship Advisors, LLC 145,896$7,748,5372.92%
LifeGuide Financial Advisors, LLC 66,983$3,557,4672.40%
DHK Financial Advisors, Inc. 50,467$2,680,2762.28%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,202$5,3212.04%
Hanson & Doremus Investment Management 180,747$9,5992.00%
View complete list of VANGUARD WORLD FD shareholders