VALLEY NATIONAL ADVISERS INC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

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Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$10
-9.1%
950.0%0.00%0.0%
Q2 2023$11
+22.2%
950.0%0.00%0.0%
Q1 2023$9
+12.5%
950.0%0.00%
+100.0%
Q4 2022$8
-99.9%
950.0%0.00%
-50.0%
Q3 2022$8,000
-11.1%
950.0%0.00%0.0%
Q2 2022$9,000
-18.2%
950.0%0.00%0.0%
Q1 2022$11,000
-15.4%
950.0%0.00%0.0%
Q4 2021$13,0000.0%950.0%0.00%0.0%
Q3 2021$13,000
-7.1%
950.0%0.00%
-33.3%
Q2 2021$14,000
+16.7%
950.0%0.00%
+50.0%
Q1 2021$12,000
+200.0%
95
+171.4%
0.00%
+100.0%
Q4 2020$4,0000.0%350.0%0.00%0.0%
Q3 2020$4,000
+33.3%
350.0%0.00%0.0%
Q2 2020$3,0000.0%350.0%0.00%0.0%
Q1 2020$3,0000.0%350.0%0.00%0.0%
Q4 2019$3,0000.0%350.0%0.00%0.0%
Q3 2019$3,000
-76.9%
35
-77.3%
0.00%
-87.5%
Q4 2015$13,000–154–0.01%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders