VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 325 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $346,000 | +7.1% | 1,802 | -6.6% | 0.03% | -2.9% |
| Q3 2019 | $323,000 | -5.3% | 1,929 | -1.5% | 0.03% | -2.9% |
| Q2 2019 | $341,000 | -12.3% | 1,959 | -9.1% | 0.04% | -14.6% |
| Q3 2018 | $389,000 | +65.5% | 2,155 | +46.1% | 0.04% | +51.9% |
| Q2 2018 | $235,000 | -26.3% | 1,475 | -28.9% | 0.03% | -25.0% |
| Q1 2018 | $319,000 | -12.4% | 2,075 | -12.1% | 0.04% | -10.0% |
| Q4 2017 | $364,000 | +15.6% | 2,360 | +14.0% | 0.04% | +11.1% |
| Q3 2017 | $315,000 | -0.9% | 2,070 | -4.2% | 0.04% | -5.3% |
| Q2 2017 | $318,000 | +7.8% | 2,160 | +0.9% | 0.04% | +5.6% |
| Q1 2017 | $295,000 | +13.0% | 2,140 | +4.1% | 0.04% | +5.9% |
| Q4 2016 | $261,000 | +1.2% | 2,055 | +5.7% | 0.03% | +3.0% |
| Q3 2016 | $258,000 | +9.3% | 1,945 | +7.5% | 0.03% | +6.5% |
| Q2 2016 | $236,000 | – | 1,810 | – | 0.03% | – |
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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% |