VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1
-50.0%
100.0%0.00%
Q2 2023$2
+100.0%
100.0%0.00%
Q1 2023$10.0%100.0%0.00%
Q4 2022$110
+233.3%
0.00%
Q3 2022$030.0%0.00%
Q2 2022$030.0%0.00%
Q1 2022$030.0%0.00%
Q4 2021$030.0%0.00%
Q3 2021$030.0%0.00%
Q2 2021$030.0%0.00%
Q1 2021$0
-100.0%
3
-99.9%
0.00%
-100.0%
Q4 2020$115,000
+538.9%
2,221
+845.1%
0.02%
+380.0%
Q3 2019$18,0002350.01%
Q1 2019$000.00%
Q4 2018$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2018$193,000
-6.3%
1,837
-6.2%
0.07%
-15.2%
Q2 2018$206,000
+13.8%
1,9580.0%0.08%
+17.9%
Q1 2018$181,000
+11.7%
1,958
+19.7%
0.07%
+19.6%
Q4 2017$162,000
+5.9%
1,636
-0.2%
0.06%
+7.7%
Q3 2017$153,000
+5.5%
1,640
+0.2%
0.05%0.0%
Q2 2017$145,000
-8.2%
1,6360.0%0.05%
-13.3%
Q1 2017$158,000
-7.6%
1,6360.0%0.06%
-24.1%
Q4 2016$171,000
+6.9%
1,6360.0%0.08%
-4.8%
Q3 2016$160,000
+2.6%
1,6360.0%0.08%
+2.5%
Q2 2016$156,000
+11.4%
1,6360.0%0.08%
+8.0%
Q1 2016$140,000
+677.8%
1,636
+640.3%
0.08%
+581.8%
Q4 2015$18,000
-87.0%
221
-82.9%
0.01%
-85.9%
Q2 2015$138,000
-8.0%
1,292
-5.7%
0.08%
-11.4%
Q1 2015$150,000
+64.8%
1,370
+90.3%
0.09%
+27.5%
Q4 2014$91,0007200.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders