VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 84 filers reported holding VANGUARD WORLD FDS in Q3 2014. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,180,000 | +22.7% | 11,995 | +15.5% | 0.10% | +18.8% |
| Q1 2016 | $962,000 | +29.0% | 10,383 | +16.8% | 0.08% | +25.0% |
| Q4 2015 | $746,000 | +4.0% | 8,887 | -2.4% | 0.06% | 0.0% |
| Q3 2015 | $717,000 | +6.2% | 9,104 | +17.2% | 0.06% | +14.3% |
| Q2 2015 | $675,000 | +23.4% | 7,765 | +22.7% | 0.06% | +24.4% |
| Q1 2015 | $547,000 | -6.5% | 6,331 | -8.4% | 0.04% | -6.2% |
| Q4 2014 | $585,000 | +0.7% | 6,909 | +3.8% | 0.05% | -2.0% |
| Q3 2014 | $581,000 | -3.2% | 6,656 | -2.5% | 0.05% | -2.0% |
| Q2 2014 | $600,000 | +7.5% | 6,824 | +4.1% | 0.05% | +4.2% |
| Q1 2014 | $558,000 | +28.3% | 6,555 | +26.0% | 0.05% | +23.1% |
| Q4 2013 | $435,000 | +32.6% | 5,201 | +28.0% | 0.04% | +30.0% |
| Q3 2013 | $328,000 | +18.8% | 4,062 | +16.2% | 0.03% | +15.4% |
| Q2 2013 | $276,000 | – | 3,495 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,503,735 | $195,501,000 | 7.93% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 62,469 | $8,118,000 | 7.31% |
| IronBridge Private Wealth, LLC | 53,179 | $6,914,000 | 4.39% |
| Kinloch Capital, LLC | 41,105 | $5,344,000 | 4.10% |
| Tatro Capital, LLC | 40,107 | $5,214,000 | 4.04% |
| Evensky & Katz LLC | 268,382 | $34,892,000 | 3.86% |
| Curran Financial Partners, LLC | 39,726 | $5,165,000 | 3.71% |
| Tranquilli Financial Advisor LLC | 32,208 | $4,187,000 | 3.38% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 18,020 | $2,343,000 | 2.94% |
| PGIM Custom Harvest LLC | 87,947 | $11,434,000 | 2.80% |