Fusion Family Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 323 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2018$1,0000.0%10
-16.7%
0.00%
Q3 2018$1,000
-97.7%
12
-97.1%
0.00%
-100.0%
Q2 2018$43,000
+13.2%
4120.0%0.01%
-7.7%
Q1 2018$38,000
-7.3%
412
+0.5%
0.01%
+30.0%
Q4 2017$41,000
+7.9%
4100.0%0.01%
-23.1%
Q3 2017$38,000
+5.6%
4100.0%0.01%
+8.3%
Q2 2017$36,000
-10.0%
4100.0%0.01%
-20.0%
Q1 2017$40,0004100.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
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