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 ↓
TrueWealth Financial Partners 120,794$14,649,89614.20%
RFG HOLDINGS, INC. 107,497$13,037,18113.59%
Main Management ETF Advisors, LLC 838,040$101,6379.49%
STAPP WEALTH MANAGEMENT, PLLC 32,062$3,8889.32%
Marmo Financial Group, LLC 73,259$8,884,7928.58%
CORA CAPITAL ADVISORS LLC 88,356$10,715,7587.37%
Boxwood Ventures, Inc. 27,720$3,3626.03%
M Financial Asset Management, Inc. 12,969$1,5735.74%
GoalFusion Wealth Management, LLC 51,731$6,460,1675.21%
Main Management LLC 286,958$34,8024.01%
View complete list of VANGUARD WORLD FDS shareholders