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 | $666,000 | -11.1% | 4,150 | 0.0% | 0.86% | -0.1% |
| Q3 2018 | $749,000 | +13.5% | 4,150 | 0.0% | 0.86% | +12.5% |
| Q2 2018 | $660,000 | -0.6% | 4,150 | -4.0% | 0.77% | +1.2% |
| Q1 2018 | $664,000 | -36.5% | 4,325 | -36.3% | 0.76% | -32.7% |
| Q4 2017 | $1,046,000 | +90.9% | 6,788 | +88.6% | 1.13% | +79.9% |
| Q3 2017 | $548,000 | +3.2% | 3,600 | 0.0% | 0.63% | +1.1% |
| Q2 2017 | $531,000 | +7.1% | 3,600 | 0.0% | 0.62% | +4.5% |
| Q1 2017 | $496,000 | -80.2% | 3,600 | -81.7% | 0.59% | -2.8% |
| Q4 2016 | $2,500,000 | – | 19,725 | – | 0.61% | – |
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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% |