VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 229 filers reported holding VANGUARD WORLD FDS in Q3 2015. The put-call ratio across all filers is 1.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $273,000 | -3.9% | 2,055 | -5.5% | 0.02% | -8.0% |
| Q2 2016 | $284,000 | 0.0% | 2,175 | -5.6% | 0.02% | -3.8% |
| Q1 2016 | $284,000 | -10.7% | 2,305 | -3.8% | 0.03% | -13.3% |
| Q4 2015 | $318,000 | +15.2% | 2,395 | +6.4% | 0.03% | +7.1% |
| Q3 2015 | $276,000 | -2.1% | 2,250 | +11.9% | 0.03% | +3.7% |
| Q2 2015 | $282,000 | -16.8% | 2,010 | -19.7% | 0.03% | -10.0% |
| Q1 2015 | $339,000 | +9.4% | 2,504 | +1.4% | 0.03% | +7.1% |
| Q4 2014 | $310,000 | +7.6% | 2,469 | +0.2% | 0.03% | 0.0% |
| Q3 2014 | $288,000 | +4.7% | 2,465 | 0.0% | 0.03% | +3.7% |
| Q2 2014 | $275,000 | +7.8% | 2,465 | +3.6% | 0.03% | -3.6% |
| Q1 2014 | $255,000 | +19.2% | 2,380 | +12.5% | 0.03% | +12.0% |
| Q4 2013 | $214,000 | – | 2,115 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
| PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
| CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
| Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
| BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
| Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
| ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
| Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
| ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |