Wharton Business Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 238 filers reported holding VANGUARD WORLD FDS in Q4 2015. The put-call ratio across all filers is 0.73 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wharton Business Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2019$244,000
-37.1%
2,730
-44.9%
0.02%
-45.7%
Q4 2018$388,000
-54.5%
4,955
-38.9%
0.05%
-45.9%
Q3 2018$853,000
-5.5%
8,115
-5.6%
0.08%
-9.6%
Q2 2018$903,000
+14.3%
8,595
+0.5%
0.09%
+14.6%
Q1 2018$790,000
-6.9%
8,550
-2.1%
0.08%
-6.8%
Q4 2017$849,000
-13.7%
8,730
-17.0%
0.09%
-15.4%
Q3 2017$984,000
-8.6%
10,520
-13.6%
0.10%
-9.6%
Q2 2017$1,077,000
-19.3%
12,175
-11.8%
0.12%
-19.6%
Q1 2017$1,335,000
-11.4%
13,805
-4.1%
0.14%
-20.1%
Q4 2016$1,507,000
+4.2%
14,395
-2.8%
0.18%
+0.6%
Q3 2016$1,446,000
-33.1%
14,805
-34.8%
0.18%
-30.5%
Q2 2016$2,160,000
+8.4%
22,710
-2.2%
0.26%
+16.4%
Q1 2016$1,993,000
-11.9%
23,225
-14.7%
0.22%
-1.8%
Q4 2015$2,263,000
+14.0%
27,225
+16.2%
0.22%
+14.3%
Q3 2015$1,985,000
+171.9%
23,420
+243.2%
0.20%
+308.3%
Q2 2015$730,000
+5.8%
6,825
+8.1%
0.05%
-15.8%
Q1 2015$690,000
+20.8%
6,315
+23.3%
0.06%
+21.3%
Q4 2014$571,0005,1200.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2015
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,962$1,069,0008.16%
Allied Investment Advisors, LLC 102,389$9,152,0006.35%
Beacon Capital Management, Inc. 1,408,080$125,854,0005.73%
WELCH CAPITAL PARTNERS LLC/NY 103,650$9,264,0003.15%
Regis Management CO LLC 420,959$37,625,0002.96%
WP Advisors, LLC 29,658$26,509,0002.89%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 49,491$4,424,0002.77%
Summit Financial, LLC 148,591$13,281,028,0002.28%
STARR INTERNATIONAL CO INC 56,000$5,005,0002.00%
Private Harbour Investment Management & Counsel, LLC 18,704$1,672,0001.74%
View complete list of VANGUARD WORLD FDS shareholders