Ballentine Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 326 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2018$716,000
+1361.2%
6,816
+1205.7%
0.04%
+1133.3%
Q3 2017$49,000
+4.3%
5220.0%0.00%0.0%
Q2 2017$47,000
-6.0%
5220.0%0.00%
-25.0%
Q1 2017$50,000
-9.1%
5220.0%0.00%0.0%
Q4 2016$55,000
+7.8%
5220.0%0.00%0.0%
Q3 2016$51,000
+2.0%
5220.0%0.00%0.0%
Q2 2016$50,000
+11.1%
5220.0%0.00%0.0%
Q1 2016$45,0005220.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2018
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 208,791$26,811,00025.00%
Beacon Capital Management, Inc. 227,050$29,155,0006.96%
Summit Equities Inc 104,497$13,418,0005.92%
Creative Planning 1,584,650$203,485,0003.06%
Regis Management CO LLC 76,888$9,873,0003.06%
Baker Ellis Asset Management LLC 68,659$8,816,0003.05%
CHARTIST INC /CA/ 44,173$5,667,0003.02%
RAND WEALTH, LLC 78,663$10,101,0001.75%
Asset Management Group, Inc. 23,064$2,962,0001.70%
Archford Capital Strategies, LLC 11,929$1,531,808,0001.28%
View complete list of VANGUARD WORLD FDS shareholders