RAND WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 200 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.91 and the average weighting 0.4%.

Quarter-by-quarter ownership
RAND WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2018$7,208,000
+4.5%
51,444
+0.1%
0.81%
+4.8%
Q2 2018$6,899,000
-3.0%
51,383
-1.6%
0.77%
-3.6%
Q1 2018$7,110,000
-11.8%
52,232
-5.4%
0.80%
-9.4%
Q4 2017$8,061,000
+5.1%
55,196
-0.3%
0.88%
-0.3%
Q3 2017$7,669,000
-1.7%
55,347
+0.1%
0.88%
-16.3%
Q2 2017$7,799,000
+0.9%
55,307
+0.6%
1.06%
+13.8%
Q1 2017$7,732,000
-6.9%
54,975
-11.3%
0.93%
-11.4%
Q4 2016$8,305,000
-1.2%
61,979
+0.9%
1.05%
-4.5%
Q3 2016$8,409,000
-3.6%
61,436
-0.6%
1.10%
-7.0%
Q2 2016$8,725,000
+2.8%
61,786
-1.5%
1.18%
-0.3%
Q1 2016$8,490,000
+3.8%
62,738
-1.0%
1.18%
+2.3%
Q4 2015$8,181,000
+1.0%
63,384
-5.1%
1.16%
-2.6%
Q3 2015$8,102,000
-3.3%
66,812
-0.4%
1.19%
+4.7%
Q2 2015$8,381,000
-1.7%
67,103
-0.0%
1.13%
-1.0%
Q1 2015$8,522,000
+2.5%
67,105
+3.2%
1.14%
+0.3%
Q4 2014$8,311,000
+24.5%
65,044
+14.5%
1.14%
+18.0%
Q3 2014$6,676,000
-0.2%
56,814
-1.6%
0.97%
+1.0%
Q2 2014$6,687,000
+5.0%
57,729
+0.4%
0.96%
-13.2%
Q1 2014$6,371,000
+0.5%
57,501
-0.2%
1.10%
-1.7%
Q4 2013$6,341,000
-36.0%
57,600
-39.8%
1.12%
-42.8%
Q3 2013$9,911,000
-17.6%
95,613
-18.9%
1.96%
-25.6%
Q2 2013$12,029,000117,9272.64%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders