Mosaic Family Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 336 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2018$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2018$47,000
-85.3%
526
-82.7%
0.02%
-84.3%
Q2 2018$319,000
+13.5%
3,0400.0%0.12%
+16.3%
Q1 2018$281,000
-6.6%
3,0400.0%0.10%
-5.5%
Q4 2017$301,0003,0400.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders