RAND WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VFH and the CUSIP is 92204A405. A total of 597 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.10 and the average weighting 0.3%.

About VANGUARD WORLD FDS

Vanguard World FDS is a popular investment option for those looking to diversify their portfolio. The fund is managed by Vanguard, a well-known investment management company that has been in business for over 40 years. The fund is designed to provide investors with exposure to a wide range of global markets, including developed and emerging markets.

One of the key benefits of investing in Vanguard World FDS is the low expense ratio. The fund has an expense ratio of just 0.10%, which is significantly lower than the industry average. This means that investors can keep more of their returns and benefit from the power of compounding over time.

Another benefit of investing in Vanguard World FDS is the diversification it provides. The fund invests in a wide range of companies across different sectors and geographies, which helps to spread risk and reduce volatility. This can be particularly beneficial for investors who are looking to minimize risk and achieve long-term growth.

Overall, Vanguard World FDS is a solid investment option for those looking to diversify their portfolio and benefit from low fees. While past performance is not a guarantee of future results, the fund has a strong track record of delivering solid returns over the long term. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
RAND WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2018$19,932,000
+3.6%
287,326
+0.7%
2.23%
+3.9%
Q2 2018$19,248,000
-4.1%
285,374
-1.3%
2.15%
-4.7%
Q1 2018$20,079,000
-5.0%
289,027
-4.2%
2.26%
-2.5%
Q4 2017$21,136,000
+5.3%
301,765
-1.7%
2.31%
-0.1%
Q3 2017$20,070,000
+4.2%
307,070
-0.3%
2.32%
-11.3%
Q2 2017$19,261,000
+2.8%
307,927
-0.6%
2.61%
+15.9%
Q1 2017$18,735,000
-10.7%
309,822
-12.4%
2.25%
-15.0%
Q4 2016$20,986,000
+21.7%
353,599
+1.3%
2.65%
+17.8%
Q3 2016$17,238,000
+4.7%
349,228
+0.5%
2.25%
+1.2%
Q2 2016$16,457,000
+1.3%
347,497
-0.9%
2.22%
-1.7%
Q1 2016$16,250,000
-6.4%
350,520
-2.1%
2.26%
-7.7%
Q4 2015$17,352,000
+0.6%
358,141
-3.9%
2.45%
-3.0%
Q3 2015$17,247,000
-8.0%
372,578
-1.2%
2.52%
-0.3%
Q2 2015$18,737,000
+1.1%
377,227
+0.3%
2.53%
+1.8%
Q1 2015$18,542,000
+6.0%
376,260
+4.5%
2.49%
+3.7%
Q4 2014$17,488,000
-3.1%
360,064
-7.4%
2.40%
-8.2%
Q3 2014$18,055,000
-1.1%
388,859
-1.3%
2.62%
+0.0%
Q2 2014$18,265,000
+1.8%
393,806
-0.0%
2.62%
-15.8%
Q1 2014$17,938,000
+5.1%
393,981
+2.5%
3.11%
+2.8%
Q4 2013$17,073,000
+21.5%
384,356
+11.7%
3.02%
+8.7%
Q3 2013$14,048,000
+10.3%
344,227
+7.9%
2.78%
-0.4%
Q2 2013$12,735,000319,0812.79%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 114,719$9,319,7488.42%
EXECUTIVE WEALTH GROUP LLC 108,154$8,786,4465.94%
TRUST CO OF OKLAHOMA 149,038$12,107,8484.48%
TIFF ADVISORY SERVICES, LLC 213,451$17,340,7594.11%
Valence8 US LP 75,481$6,132,0764.04%
LCM Capital Management Inc 54,963$4,465,2263.62%
WFA Asset Management Corp 72,918$5,923,8993.51%
Greytown Advisors Inc. 76,704$6,265,1973.41%
Cedar Mountain Advisors, LLC 141,453$11,491,6283.28%
CALTON & ASSOCIATES, INC. 82,909$6,735,5563.14%
View complete list of VANGUARD WORLD FDS shareholders