Watermark Asset Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 387 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2018$12,0000.0%750.0%0.01%0.0%
Q4 2017$12,000
-61.3%
75
-63.4%
0.01%
-61.5%
Q3 2017$31,000
+3.3%
205
+0.5%
0.01%
-7.1%
Q2 2017$30,000
+7.1%
2040.0%0.01%
+7.7%
Q1 2017$28,0002040.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
View complete list of VANGUARD WORLD FDS shareholders