VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$42
-4.5%
1790.0%0.01%0.0%
Q2 2023$44
-2.2%
1790.0%0.01%
-12.5%
Q1 2023$45
+2.3%
1790.0%0.01%0.0%
Q4 2022$44
-99.9%
1790.0%0.01%
-11.1%
Q3 2022$42,000
-2.3%
1790.0%0.01%0.0%
Q2 2022$43,000
-6.5%
1790.0%0.01%0.0%
Q1 2022$46,000
-4.2%
1790.0%0.01%0.0%
Q4 2021$48,000
+9.1%
1790.0%0.01%
+12.5%
Q3 2021$44,0000.0%1790.0%0.01%0.0%
Q2 2021$44,000
+7.3%
1790.0%0.01%0.0%
Q1 2021$41,000
+412.5%
179
+397.2%
0.01%
+300.0%
Q4 2020$8,000
+14.3%
360.0%0.00%0.0%
Q3 2020$7,0000.0%360.0%0.00%0.0%
Q2 2020$7,000
-87.0%
36
-91.5%
0.00%
-92.0%
Q4 2016$54,000
-3.6%
4250.0%0.02%
-13.8%
Q3 2016$56,000
+1.8%
4250.0%0.03%0.0%
Q2 2016$55,000
+5.8%
4250.0%0.03%
+3.6%
Q1 2016$52,000
-7.1%
4250.0%0.03%
-15.2%
Q4 2015$56,000
+7.7%
4250.0%0.03%
+6.5%
Q3 2015$52,000
+73.3%
425
+100.5%
0.03%
+82.4%
Q2 2015$30,000
-48.3%
212
-50.1%
0.02%
-50.0%
Q1 2015$58,0004250.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders