VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 285 filers reported holding VANGUARD WORLD FD in Q2 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$759
-3.1%
4,9990.0%0.13%
+0.8%
Q2 2023$783
+8.4%
4,9990.0%0.13%
+3.9%
Q1 2023$722
+5.9%
4,9990.0%0.13%
+4.1%
Q4 2022$682
-99.9%
4,9990.0%0.12%
-9.6%
Q3 2022$647,000
-4.9%
4,9990.0%0.14%
-5.6%
Q2 2022$680,000
-14.5%
4,9990.0%0.14%
-5.9%
Q1 2022$795,000
+857.8%
4,999
+916.1%
0.15%
+913.3%
Q4 2021$83,000
+10.7%
4920.0%0.02%
+7.1%
Q3 2021$75,0000.0%4920.0%0.01%0.0%
Q2 2021$75,000
+8.7%
4920.0%0.01%
+7.7%
Q1 2021$69,000
+4.5%
4920.0%0.01%
-7.1%
Q4 2020$66,000
+11.9%
4920.0%0.01%0.0%
Q3 2020$59,000
+9.3%
4920.0%0.01%
+16.7%
Q2 2020$54,000
+20.0%
4920.0%0.01%0.0%
Q1 2020$45,000
-18.2%
4920.0%0.01%
-14.3%
Q4 2019$55,000
+7.8%
4920.0%0.01%0.0%
Q3 2019$51,000
+2.0%
4920.0%0.01%0.0%
Q2 2019$50,000
+4.2%
4920.0%0.01%0.0%
Q1 2019$48,000
-28.4%
492
-36.3%
0.01%
-36.4%
Q4 2018$67,000
+36.7%
772
+56.9%
0.02%
+29.4%
Q3 2018$49,000
+6.5%
4920.0%0.02%
-5.6%
Q2 2018$46,000
+2.2%
4920.0%0.02%
+5.9%
Q1 2018$45,0000.0%4920.0%0.02%
+6.2%
Q4 2017$45,0004920.02%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders