VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $556,000 | -11.5% | 3,459 | -0.7% | 0.12% | -22.9% |
| Q3 2018 | $628,000 | +13.4% | 3,483 | 0.0% | 0.16% | +2.6% |
| Q2 2018 | $554,000 | +3.6% | 3,483 | 0.0% | 0.15% | -0.6% |
| Q1 2018 | $535,000 | -0.4% | 3,483 | 0.0% | 0.15% | +6.9% |
| Q4 2017 | $537,000 | +1.3% | 3,483 | 0.0% | 0.14% | -2.7% |
| Q3 2017 | $530,000 | +1.7% | 3,483 | -1.5% | 0.15% | 0.0% |
| Q2 2017 | $521,000 | – | 3,537 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 280,664 | $69,369,000 | 11.73% |
| Allied Investment Advisors, LLC | 97,859 | $24,187,000 | 9.15% |
| Beacon Capital Management, Inc. | 791,178 | $195,548,000 | 7.23% |
| Aprio Wealth Management, LLC | 62,274 | $15,392,000 | 7.01% |
| Capital Advantage, Inc. | 104,317 | $25,783,000 | 6.96% |
| Curran Financial Partners, LLC | 50,412 | $12,430,000 | 6.35% |
| ASSET PLANNING CORPORATION | 26,978 | $6,668,000 | 6.17% |
| Adaptive Financial Consulting, LLC | 35,826 | $8,855,000 | 5.46% |
| Essex Private Wealth Management, LLC | 22,423 | $5,542,000 | 5.03% |
| Kinloch Capital, LLC | 27,476 | $6,791,000 | 4.79% |