VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 203 filers reported holding VANGUARD WORLD FDS in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $126,000 | +8.6% | 658 | -5.2% | 0.04% | 0.0% |
| Q3 2019 | $116,000 | -17.1% | 694 | -13.5% | 0.04% | -17.8% |
| Q2 2019 | $140,000 | -4.8% | 802 | -6.0% | 0.04% | -6.2% |
| Q1 2019 | $147,000 | +13.1% | 853 | +5.0% | 0.05% | +6.7% |
| Q4 2018 | $130,000 | +261.1% | 812 | +306.0% | 0.04% | +350.0% |
| Q3 2018 | $36,000 | +12.5% | 200 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $32,000 | +3.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $31,000 | -78.8% | 200 | -81.5% | 0.01% | -80.4% |
| Q1 2015 | $146,000 | +7.4% | 1,080 | 0.0% | 0.05% | +4.5% |
| Q4 2014 | $136,000 | +7.9% | 1,080 | 0.0% | 0.04% | +4.8% |
| Q3 2014 | $126,000 | -6.0% | 1,080 | -10.0% | 0.04% | -2.3% |
| Q2 2014 | $134,000 | -3.6% | 1,200 | -7.7% | 0.04% | -17.3% |
| Q1 2014 | $139,000 | +6.1% | 1,300 | 0.0% | 0.05% | +6.1% |
| Q4 2013 | $131,000 | +0.8% | 1,300 | -7.1% | 0.05% | -7.5% |
| Q3 2013 | $130,000 | – | 1,400 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
| PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
| CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
| Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
| BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
| Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
| ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
| Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
| ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |