RAND WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 140 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.

Quarter-by-quarter ownership
RAND WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2018$11,118,000
+6.2%
75,267
-2.3%
1.24%
+6.5%
Q2 2018$10,467,000
-4.7%
77,070
-2.4%
1.17%
-5.3%
Q1 2018$10,981,000
-8.7%
78,937
-6.6%
1.23%
-6.2%
Q4 2017$12,029,000
+8.2%
84,491
+2.0%
1.32%
+2.7%
Q3 2017$11,116,000
+3.6%
82,797
-0.9%
1.28%
-11.8%
Q2 2017$10,725,000
+3.0%
83,520
-0.7%
1.45%
+16.1%
Q1 2017$10,410,000
-3.6%
84,138
-7.1%
1.25%
-8.3%
Q4 2016$10,802,000
+10.2%
90,572
+2.4%
1.36%
+6.6%
Q3 2016$9,805,000
+5.2%
88,407
+0.8%
1.28%
+1.7%
Q2 2016$9,322,000
+0.5%
87,720
-0.5%
1.26%
-2.4%
Q1 2016$9,272,000
+2.6%
88,129
-1.5%
1.29%
+1.1%
Q4 2015$9,036,000
+4.2%
89,444
-2.0%
1.28%
+0.6%
Q3 2015$8,670,000
-10.1%
91,302
-0.9%
1.27%
-2.6%
Q2 2015$9,643,000
-2.9%
92,093
-0.4%
1.30%
-2.3%
Q1 2015$9,928,000
+4.2%
92,482
+2.5%
1.33%
+1.9%
Q4 2014$9,531,000
-10.2%
90,203
-13.8%
1.31%
-14.9%
Q3 2014$10,609,000
-3.7%
104,602
-1.0%
1.54%
-2.5%
Q2 2014$11,011,000
+4.0%
105,628
+0.4%
1.58%
-14.0%
Q1 2014$10,584,000
+4.2%
105,218
+3.6%
1.83%
+1.9%
Q4 2013$10,161,000
+23.1%
101,583
+10.0%
1.80%
+10.1%
Q3 2013$8,252,000
+17.2%
92,313
+7.0%
1.63%
+5.8%
Q2 2013$7,039,00086,2621.54%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders