VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 347 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$319
-5.1%
1,1850.0%0.06%0.0%
Q2 2023$336
+13.5%
1,1850.0%0.06%
+7.7%
Q1 2023$296
+6.5%
1,1850.0%0.05%
+4.0%
Q4 2022$278
-99.9%
1,1850.0%0.05%
-15.3%
Q3 2022$282,000
-1.7%
1,1850.0%0.06%
-3.3%
Q2 2022$287,000
-20.7%
1,1850.0%0.06%
-11.6%
Q1 2022$362,000
-10.4%
1,1850.0%0.07%
-8.0%
Q4 2021$404,000
+10.1%
1,1850.0%0.08%
+13.6%
Q3 2021$367,000
-1.3%
1,185
+0.1%
0.07%
-2.9%
Q2 2021$372,000
+6.3%
1,1840.0%0.07%0.0%
Q1 2021$350,000
+7.4%
1,1840.0%0.07%0.0%
Q4 2020$326,000
+17.3%
1,1840.0%0.07%
+6.2%
Q3 2020$278,000
+17.3%
1,1840.0%0.06%
+16.4%
Q2 2020$237,000
+37.8%
1,1840.0%0.06%
+14.6%
Q1 2020$172,000
-23.2%
1,1840.0%0.05%
-14.3%
Q4 2019$224,000
+5.2%
1,1840.0%0.06%
-3.4%
Q3 2019$213,000
+334.7%
1,184
+264.3%
0.06%
+262.5%
Q4 2018$49,000
-16.9%
3250.0%0.02%
-20.0%
Q3 2018$59,000
+7.3%
3250.0%0.02%
-4.8%
Q2 2018$55,000
+5.8%
3250.0%0.02%
+10.5%
Q1 2018$52,000
+2.0%
3250.0%0.02%
+5.6%
Q4 2017$51,000
+8.5%
3250.0%0.02%
+12.5%
Q3 2017$47,000
+2.2%
3250.0%0.02%
-5.9%
Q2 2017$46,000
+2.2%
3250.0%0.02%0.0%
Q1 2017$45,000
-89.1%
325
-89.9%
0.02%
-91.1%
Q4 2016$413,000
-46.3%
3,208
-47.6%
0.19%
-52.1%
Q3 2016$769,000
+3.1%
6,120
+0.0%
0.40%
+2.3%
Q2 2016$746,000
+31.3%
6,117
+33.6%
0.39%
+27.2%
Q1 2016$568,000
+28.8%
4,580
+27.2%
0.30%
+17.3%
Q4 2015$441,000
+4.0%
3,602
+0.1%
0.26%
+1.2%
Q3 2015$424,000
-4.9%
3,600
+0.2%
0.26%
+2.0%
Q2 2015$446,000
+1.4%
3,5930.0%0.25%
-2.7%
Q1 2015$440,0003,5930.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 56,918$15,663,00015.18%
Beacon Capital Management, Inc. 690,479$190,006,0008.27%
Polianta Ltd 45,400$12,493,0006.90%
Paragon Wealth Strategies, LLC 63,864$17,574,0006.05%
Adaptive Financial Consulting, LLC 28,398$7,815,0005.93%
Sanctuary Wealth Management, L.L.C. 16,230$4,466,0005.42%
TRUST CO OF OKLAHOMA 48,892$13,454,101,0004.90%
Tatro Capital, LLC 18,166$4,999,0004.66%
Tranquilli Financial Advisor LLC 14,543$4,002,0003.63%
Curran Financial Partners, LLC 15,185$4,179,0003.58%
View complete list of VANGUARD WORLD FDS shareholders