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

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 266 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 1.80 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 Q1 2017
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders