Watermark Asset Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 326 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.3%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2018$457,000
-26.2%
5,927
+0.6%
0.21%
-17.2%
Q3 2018$619,000
-4.6%
5,893
-4.6%
0.26%
-6.9%
Q2 2018$649,000
+12.9%
6,177
-0.7%
0.28%
+15.1%
Q1 2018$575,000
-22.2%
6,223
-16.7%
0.24%
-22.4%
Q4 2017$739,000
-30.1%
7,470
-33.9%
0.31%
-32.9%
Q3 2017$1,057,000
+1.0%
11,298
-4.5%
0.46%
-2.5%
Q2 2017$1,047,000
-15.8%
11,834
-7.9%
0.47%
-19.6%
Q1 2017$1,243,00012,8480.59%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2018
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders