RAND WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
RAND WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2018$12,830,000
+15.3%
71,115
+1.7%
1.44%
+15.7%
Q2 2018$11,126,000
+10.2%
69,914
+6.4%
1.24%
+9.5%
Q1 2018$10,092,000
+9.5%
65,736
+9.9%
1.13%
+12.5%
Q4 2017$9,217,000
+1.3%
59,794
+0.1%
1.01%
-4.0%
Q3 2017$9,101,000
+1.8%
59,763
-1.5%
1.05%
-13.3%
Q2 2017$8,938,000
+6.1%
60,650
-0.8%
1.21%
+19.7%
Q1 2017$8,425,000
+5.3%
61,127
-3.2%
1.01%
+0.2%
Q4 2016$8,004,000
-3.0%
63,138
+1.7%
1.01%
-6.1%
Q3 2016$8,249,000
+3.0%
62,071
+1.2%
1.08%
-0.6%
Q2 2016$8,006,000
+5.7%
61,350
-0.1%
1.08%
+2.7%
Q1 2016$7,571,000
-8.0%
61,404
-0.9%
1.05%
-9.3%
Q4 2015$8,232,000
+2.3%
61,950
-5.7%
1.16%
-1.4%
Q3 2015$8,048,000
-13.2%
65,669
-0.9%
1.18%
-6.0%
Q2 2015$9,273,000
+1.9%
66,257
-1.3%
1.25%
+2.5%
Q1 2015$9,101,000
+6.3%
67,156
+2.9%
1.22%
+4.0%
Q4 2014$8,563,000
-20.9%
65,253
-29.5%
1.18%
-25.1%
Q3 2014$10,821,000
+2.3%
92,499
-2.3%
1.57%
+3.6%
Q2 2014$10,573,000
+4.1%
94,715
-0.3%
1.51%
-13.9%
Q1 2014$10,156,000
+6.0%
94,989
+0.3%
1.76%
+3.8%
Q4 2013$9,577,000
-31.2%
94,725
-36.6%
1.70%
-38.4%
Q3 2013$13,911,000
-10.2%
149,352
-16.7%
2.75%
-18.9%
Q2 2013$15,491,000179,3163.40%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
View complete list of VANGUARD WORLD FDS shareholders