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 2018 | $7,735,000 | -39.9% | 48,166 | -32.5% | 0.16% | -29.4% |
| Q3 2018 | $12,871,000 | +68.0% | 71,341 | +43.6% | 0.22% | +68.7% |
| Q4 2017 | $7,660,000 | -49.0% | 49,694 | -49.6% | 0.13% | -51.1% |
| Q3 2017 | $15,007,000 | -43.6% | 98,546 | -45.5% | 0.27% | -45.5% |
| Q2 2017 | $26,630,000 | -0.6% | 180,704 | -7.0% | 0.49% | -1.4% |
| Q1 2017 | $26,790,000 | +35.1% | 194,387 | +24.3% | 0.50% | +29.9% |
| Q4 2016 | $19,824,000 | +469.7% | 156,378 | +497.2% | 0.38% | +456.5% |
| Q3 2016 | $3,480,000 | +55.3% | 26,185 | +52.5% | 0.07% | +50.0% |
| Q2 2016 | $2,241,000 | +119.9% | 17,176 | +107.7% | 0.05% | +109.1% |
| Q1 2016 | $1,019,000 | -78.7% | 8,268 | -77.0% | 0.02% | -78.8% |
| Q4 2015 | $4,778,000 | -17.2% | 35,956 | -23.6% | 0.10% | -18.1% |
| Q3 2015 | $5,770,000 | +10.0% | 47,083 | +25.7% | 0.13% | +19.8% |
| Q2 2015 | $5,244,000 | -61.5% | 37,469 | -62.7% | 0.11% | -60.3% |
| Q1 2015 | $13,612,000 | +11.0% | 100,444 | +2.8% | 0.27% | +1.5% |
| Q4 2014 | $12,266,000 | +4016.1% | 97,665 | +3216.3% | 0.26% | +4283.3% |
| Q4 2013 | $298,000 | -97.7% | 2,945 | -97.9% | 0.01% | -97.8% |
| Q3 2013 | $12,821,000 | -40.1% | 137,658 | -44.5% | 0.27% | -42.1% |
| Q2 2013 | $21,417,000 | – | 247,906 | – | 0.47% | – |
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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% |