BOSTON FAMILY OFFICE LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 164 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.2%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2019$369,000
-14.6%
2,401
-18.9%
0.04%
-22.2%
Q3 2019$432,000
-10.0%
2,960
-10.1%
0.04%
-10.0%
Q2 2019$480,000
+0.4%
3,294
-3.5%
0.05%
-3.8%
Q1 2019$478,000
+16.3%
3,4140.0%0.05%
+2.0%
Q4 2018$411,000
-29.0%
3,414
-12.9%
0.05%
-16.4%
Q3 2018$579,000
+28.1%
3,920
+17.7%
0.06%
+19.6%
Q2 2018$452,000
+28.8%
3,330
+31.9%
0.05%
+27.5%
Q1 2018$351,000
-9.5%
2,525
-7.3%
0.04%
-7.0%
Q4 2017$388,000
+5.4%
2,725
-0.5%
0.04%
+2.4%
Q3 2017$368,000
+23.5%
2,740
+18.1%
0.04%
+20.0%
Q2 2017$298,000
+3.8%
2,3200.0%0.04%0.0%
Q1 2017$287,000
+7.9%
2,320
+4.0%
0.04%0.0%
Q4 2016$266,000
+12.7%
2,230
+4.7%
0.04%
+12.9%
Q3 2016$236,000
+15.1%
2,130
+10.4%
0.03%
+14.8%
Q2 2016$205,0001,9300.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2017
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders