Smith Salley Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 256 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 1.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2018$254,0000.0%2,4150.0%0.04%
-7.0%
Q2 2018$254,000
-9.9%
2,415
-21.0%
0.04%
-15.7%
Q1 2018$282,000
-12.7%
3,056
-6.5%
0.05%
-12.1%
Q4 2017$323,000
-42.3%
3,268
-45.4%
0.06%
-45.8%
Q3 2017$560,000
-10.0%
5,987
-14.8%
0.11%
-14.4%
Q2 2017$622,000
-46.2%
7,029
-41.2%
0.12%
-47.3%
Q1 2017$1,156,000
-10.0%
11,951
-2.5%
0.24%
-11.2%
Q4 2016$1,284,000
+10.1%
12,262
+2.8%
0.27%
+3.1%
Q3 2016$1,166,000
+2.6%
11,932
-0.2%
0.26%
-2.3%
Q2 2016$1,137,000
+11.7%
11,955
+0.8%
0.26%
+3.9%
Q1 2016$1,018,000
+38.7%
11,859
+34.3%
0.26%
+39.3%
Q4 2015$734,000
-19.1%
8,833
-17.4%
0.18%
-25.3%
Q3 2015$907,000
-25.3%
10,697
-5.8%
0.24%
-20.7%
Q2 2015$1,215,000
-3.8%
11,357
-1.7%
0.31%
-4.0%
Q1 2015$1,263,000
-4.0%
11,557
-1.9%
0.32%
-5.6%
Q4 2014$1,315,000
-23.3%
11,784
-9.9%
0.34%
-25.1%
Q3 2014$1,715,000
-8.3%
13,083
+0.6%
0.46%
-9.0%
Q2 2014$1,871,000
+11.2%
12,999
-0.8%
0.50%
-52.5%
Q1 2014$1,683,000
+3.8%
13,110
+2.2%
1.05%
-0.6%
Q4 2013$1,622,000
+4.7%
12,829
-1.2%
1.06%
-15.2%
Q3 2013$1,549,000
+8.4%
12,986
+2.2%
1.25%
+8.6%
Q2 2013$1,429,00012,7051.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2017
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders