VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 229 filers reported holding VANGUARD WORLD FDS in Q1 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $3,040,000 | +1.8% | 22,880 | -0.0% | 0.76% | -3.7% |
| Q2 2016 | $2,986,000 | +5.7% | 22,886 | -0.2% | 0.79% | +12.1% |
| Q1 2016 | $2,826,000 | +4.7% | 22,923 | +12.9% | 0.70% | +20.0% |
| Q4 2015 | $2,699,000 | +7.6% | 20,310 | -0.8% | 0.58% | +11.2% |
| Q3 2015 | $2,509,000 | -12.4% | 20,468 | +0.1% | 0.53% | +3.1% |
| Q2 2015 | $2,863,000 | +4.6% | 20,456 | +1.3% | 0.51% | +5.6% |
| Q1 2015 | $2,736,000 | – | 20,186 | – | 0.48% | – |
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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% |