Private Ocean, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 250 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$15,997
-57.1%
88
-54.2%
0.00%
-60.0%
Q2 2023$37,278
+0.5%
1920.0%0.01%0.0%
Q1 2023$37,099
+1283.3%
192
+1271.4%
0.01%
Q4 2022$2,682
-75.6%
14
-76.7%
0.00%
-100.0%
Q1 2021$11,000
-59.3%
60
-70.0%
0.00%
-84.6%
Q1 2018$27,000
-80.3%
200
-80.4%
0.01%
-86.0%
Q4 2016$137,000
-1.4%
1,0190.0%0.09%
+1.1%
Q3 2016$139,000
-3.5%
1,0190.0%0.09%
-10.7%
Q2 2016$144,000
+4.3%
1,0190.0%0.10%
+1.0%
Q1 2016$138,000
+4.5%
1,0190.0%0.10%
+5.2%
Q4 2015$132,000
+6.5%
1,0190.0%0.10%
+6.6%
Q3 2015$124,0001,0190.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders