RETIREMENT DESIGN & MANAGEMENT INC /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 229 filers reported holding VANGUARD WORLD FDS in Q1 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
RETIREMENT DESIGN & MANAGEMENT INC /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2016$1,425,000
-76.3%
11,554
-74.5%
1.02%
-69.7%
Q4 2015$6,023,000
+9.1%
45,325
+0.6%
3.36%
-41.2%
Q3 2015$5,521,000
-11.7%
45,049
+0.8%
5.71%
+6.3%
Q2 2015$6,253,000
+67.8%
44,675
+62.2%
5.37%
+65.9%
Q1 2015$3,727,000
+30.3%
27,535
+20.9%
3.24%
+49.6%
Q4 2014$2,860,00022,7752.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2015
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders