VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 470 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 1.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,678
+3.2%
6,455
+10.0%
0.47%
+7.3%
Q2 2023$2,595
+48.0%
5,868
+26.1%
0.44%
+41.6%
Q1 2023$1,753
+12.0%
4,655
-1.4%
0.31%
+9.6%
Q4 2022$1,565
-99.9%
4,721
-2.3%
0.28%
-11.1%
Q3 2022$1,515,000
-14.9%
4,833
-7.1%
0.32%
-16.0%
Q2 2022$1,781,000
-19.5%
5,204
-2.0%
0.38%
-11.3%
Q1 2022$2,212,000
-11.1%
5,310
-2.2%
0.42%
-7.6%
Q4 2021$2,488,000
+15.0%
5,431
+0.8%
0.46%
+17.4%
Q3 2021$2,163,000
+1.5%
5,389
+0.9%
0.39%
+0.5%
Q2 2021$2,131,000
+13.3%
5,343
+1.8%
0.39%
+6.0%
Q1 2021$1,881,000
+0.5%
5,248
-0.8%
0.37%
-6.6%
Q4 2020$1,872,000
+10.4%
5,291
-2.8%
0.39%
+1.3%
Q3 2020$1,695,000
+3.8%
5,444
-7.1%
0.39%
+3.2%
Q2 2020$1,633,000
+18.9%
5,859
-9.6%
0.38%
-1.1%
Q1 2020$1,374,000
-17.0%
6,483
-4.1%
0.38%
-8.2%
Q4 2019$1,655,000
+11.7%
6,757
-1.7%
0.41%
+2.0%
Q3 2019$1,481,000
+23.5%
6,872
+20.9%
0.41%
+23.0%
Q2 2019$1,199,000
-3.2%
5,686
-7.9%
0.33%
-7.0%
Q1 2019$1,239,000
+32.8%
6,176
+10.4%
0.36%
+17.2%
Q4 2018$933,000
+513.8%
5,594
+643.9%
0.30%
+471.7%
Q3 2018$152,000
+14.3%
752
+2.7%
0.05%
+3.9%
Q2 2018$133,000
+25.5%
732
+17.7%
0.05%
+30.8%
Q1 2018$106,000
+2.9%
6220.0%0.04%
+8.3%
Q4 2017$103,000
+139.5%
622
+120.6%
0.04%
+140.0%
Q3 2017$43,000
+7.5%
2820.0%0.02%
+7.1%
Q2 2017$40,000
+185.7%
282
+182.0%
0.01%
+180.0%
Q1 2017$14,000
+16.7%
1000.0%0.01%
-16.7%
Q4 2016$12,0000.0%1000.0%0.01%0.0%
Q3 2016$12,000
+9.1%
1000.0%0.01%0.0%
Q2 2016$11,0000.0%1000.0%0.01%0.0%
Q1 2016$11,0000.0%1000.0%0.01%0.0%
Q4 2015$11,0001000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders