VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $594,000 | -46.8% | 3,900 | -51.1% | 0.17% | -50.3% |
| Q2 2015 | $1,116,000 | +3.2% | 7,975 | 0.0% | 0.34% | +7.8% |
| Q1 2015 | $1,081,000 | +7.9% | 7,975 | 0.0% | 0.32% | +2.6% |
| Q4 2014 | $1,002,000 | +0.2% | 7,975 | -6.7% | 0.31% | -5.2% |
| Q3 2014 | $1,000,000 | +4.8% | 8,550 | 0.0% | 0.33% | +5.1% |
| Q2 2014 | $954,000 | +2.6% | 8,550 | -1.7% | 0.31% | -3.1% |
| Q1 2014 | $930,000 | +56.0% | 8,700 | +47.5% | 0.32% | +46.4% |
| Q4 2013 | $596,000 | +36.1% | 5,900 | +25.5% | 0.22% | +18.3% |
| Q3 2013 | $438,000 | – | 4,700 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
| Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
| Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
| Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
| Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
| Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
| ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
| Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
| Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
| Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |