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
| 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. | 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% |