Asset Dedication, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 249 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 2.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$79
+11.3%
2800.0%0.01%0.0%
Q1 2023$71
+16.4%
280
+0.4%
0.01%
+16.7%
Q4 2022$61
-99.9%
279
-11.1%
0.01%
-45.5%
Q2 2022$71,000
-52.7%
314
-42.5%
0.01%
-63.3%
Q4 2020$150,000
+17.2%
5460.0%0.03%
+7.1%
Q3 2020$128,000
+17.4%
5460.0%0.03%
-6.7%
Q2 2020$109,000
+38.0%
5460.0%0.03%
+25.0%
Q1 2020$79,000
-23.3%
5460.0%0.02%
-17.2%
Q4 2019$103,000
+5.1%
5460.0%0.03%
-12.1%
Q3 2019$98,0000.0%5460.0%0.03%
+3.1%
Q2 2019$98,000
+4.3%
5460.0%0.03%
-3.0%
Q1 2019$94,000
+14.6%
5460.0%0.03%
-2.9%
Q4 2018$82,000
-17.2%
5460.0%0.03%
-8.1%
Q3 2018$99,000
+6.5%
5460.0%0.04%
+15.6%
Q2 2018$93,000
-29.0%
546
-33.8%
0.03%
-50.8%
Q1 2018$131,000
+1.6%
8250.0%0.06%
+25.0%
Q4 2017$129,000
+9.3%
8250.0%0.05%
-8.8%
Q3 2017$118,000
+0.9%
8250.0%0.06%
-3.4%
Q2 2017$117,000
+2.6%
8250.0%0.06%
-4.8%
Q1 2017$114,000
+7.5%
8250.0%0.06%
+1.6%
Q4 2016$106,000
+1.9%
8250.0%0.06%
-7.6%
Q3 2016$104,000
+3.0%
8250.0%0.07%
-5.7%
Q2 2016$101,000
-1.0%
8250.0%0.07%
-6.7%
Q1 2016$102,000
-19.0%
825
-19.5%
0.08%
-9.6%
Q4 2015$126,0001,0250.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 351,395$38,127,0009.91%
Beacon Capital Management, Inc. 447,945$48,602,0007.31%
TRUST CO OF OKLAHOMA 69,502$7,540,968,0003.78%
FUKOKU MUTUAL LIFE INSURANCE Co 97,200$10,546,0001.94%
BAILARD, INC. 51,180$5,553,0000.85%
RAND WEALTH, LLC 51,416$5,579,0000.81%
DSC Advisors, L.P. 9,696$1,052,0000.53%
1832 Asset Management L.P. 979,460$106,265,0000.35%
NEXT Financial Group, Inc 10,433$1,132,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 5,829$632,0000.22%
View complete list of VANGUARD WORLD FDS shareholders