Asset Dedication, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 208 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$5,0000.0%280.0%0.00%0.0%
Q2 2021$5,0000.0%280.0%0.00%0.0%
Q1 2021$5,0000.0%280.0%0.00%0.0%
Q4 2020$5,000
+25.0%
280.0%0.00%0.0%
Q3 2020$4,0000.0%280.0%0.00%0.0%
Q2 2020$4,000
+33.3%
28
+3.7%
0.00%0.0%
Q1 2020$3,000
-25.0%
270.0%0.00%0.0%
Q4 2019$4,0000.0%270.0%0.00%0.0%
Q3 2019$4,0000.0%270.0%0.00%0.0%
Q2 2019$4,0000.0%270.0%0.00%0.0%
Q1 2019$4,000
+33.3%
270.0%0.00%0.0%
Q4 2018$3,000
-25.0%
270.0%0.00%
-50.0%
Q3 2018$4,0000.0%270.0%0.00%
+100.0%
Q2 2018$4,0000.0%270.0%0.00%
-50.0%
Q1 2018$4,0000.0%270.0%0.00%0.0%
Q4 2017$4,000
-73.3%
27
-82.0%
0.00%
-80.0%
Q4 2015$15,0001500.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders