VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $647,000 | -60.5% | 3,374 | -64.4% | 0.07% | -67.6% |
| Q1 2019 | $1,636,000 | -37.5% | 9,487 | -41.8% | 0.20% | -28.7% |
| Q4 2018 | $2,617,000 | -6.1% | 16,293 | +5.5% | 0.29% | +12.6% |
| Q3 2018 | $2,787,000 | +18.8% | 15,446 | +4.8% | 0.25% | +15.5% |
| Q2 2018 | $2,346,000 | +6.4% | 14,743 | +2.6% | 0.22% | +5.8% |
| Q1 2018 | $2,205,000 | -0.7% | 14,363 | -0.3% | 0.21% | +2.0% |
| Q4 2017 | $2,221,000 | +1.9% | 14,407 | +0.6% | 0.20% | +1.5% |
| Q3 2017 | $2,180,000 | -0.2% | 14,314 | -3.4% | 0.20% | 0.0% |
| Q2 2017 | $2,185,000 | – | 14,825 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |