Joel Isaacson & Co., LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 247 filers reported holding VANGUARD WORLD FDS in Q2 2016. The put-call ratio across all filers is 0.74 and the average weighting 0.3%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2016$163,000
-22.4%
1,554
-27.9%
0.03%
-23.3%
Q3 2016$210,000
+2.4%
2,1540.0%0.04%
-2.3%
Q2 2016$205,000
+10.8%
2,1540.0%0.04%
+7.3%
Q1 2016$185,000
+3.4%
2,1540.0%0.04%
-6.8%
Q4 2015$179,000
-2.2%
2,1540.0%0.04%
-10.2%
Q3 2015$183,000
-20.4%
2,1540.0%0.05%
-16.9%
Q2 2015$230,000
-23.6%
2,154
-21.8%
0.06%
-22.4%
Q1 2015$301,000
+124.6%
2,754
+129.5%
0.08%
+111.1%
Q4 2014$134,000
-14.6%
1,2000.0%0.04%
-25.0%
Q3 2014$157,000
-9.2%
1,2000.0%0.05%
-11.1%
Q2 2014$173,000
+12.3%
1,2000.0%0.05%
+3.8%
Q1 2014$154,0001,2000.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2016
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders