VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

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 Q3 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders