VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$37
-5.1%
1640.0%0.01%
-14.3%
Q2 2023$39
+18.2%
1640.0%0.01%
+16.7%
Q1 2023$33
+13.8%
1640.0%0.01%
+20.0%
Q4 2022$29
-99.9%
1640.0%0.01%
-16.7%
Q3 2022$29,000
-6.5%
1640.0%0.01%
-14.3%
Q2 2022$31,000
-20.5%
1640.0%0.01%0.0%
Q1 2022$39,000
-9.3%
1640.0%0.01%
-12.5%
Q4 2021$43,000
+10.3%
1640.0%0.01%
+14.3%
Q3 2021$39,000
+2.6%
1640.0%0.01%0.0%
Q2 2021$38,000
+11.8%
1640.0%0.01%0.0%
Q1 2021$34,000
-10.5%
164
-44.6%
0.01%
-30.0%
Q2 2019$38,000
+2.7%
2960.0%0.01%
-9.1%
Q1 2019$37,000
+15.6%
2960.0%0.01%
+10.0%
Q4 2018$32,000
-15.8%
2960.0%0.01%
-23.1%
Q3 2018$38,0002960.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders