VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 162 filers reported holding VANGUARD WORLD FDS in Q3 2014. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2016 | $47,000 | +6.8% | 360 | +0.3% | 0.08% | +13.6% |
Q1 2016 | $44,000 | -6.4% | 359 | +0.6% | 0.07% | 0.0% |
Q4 2015 | $47,000 | +9.3% | 357 | +1.1% | 0.07% | +10.0% |
Q3 2015 | $43,000 | -12.2% | 353 | 0.0% | 0.06% | +5.3% |
Q2 2015 | $49,000 | +2.1% | 353 | 0.0% | 0.06% | -1.7% |
Q1 2015 | $48,000 | +9.1% | 353 | 0.0% | 0.06% | +13.7% |
Q4 2014 | $44,000 | +7.3% | 353 | +0.9% | 0.05% | -3.8% |
Q3 2014 | $41,000 | +5.1% | 350 | 0.0% | 0.05% | -5.4% |
Q2 2014 | $39,000 | +5.4% | 350 | 0.0% | 0.06% | -8.2% |
Q1 2014 | $37,000 | +5.7% | 350 | 0.0% | 0.06% | +15.1% |
Q4 2013 | $35,000 | – | 350 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
CABANA LLC | 528,624 | $101,839,000 | 9.35% |
Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |