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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $215,000 | -25.6% | 1,396 | -26.5% | 0.01% | -48.1% |
| Q3 2017 | $289,000 | -17.2% | 1,899 | -19.7% | 0.03% | +107.7% |
| Q2 2017 | $349,000 | -29.8% | 2,365 | -34.4% | 0.01% | +225.0% |
| Q1 2017 | $497,000 | -64.8% | 3,605 | -67.7% | 0.00% | -33.3% |
| Q4 2016 | $1,413,000 | -73.5% | 11,146 | -72.2% | 0.01% | -76.9% |
| Q3 2016 | $5,328,000 | +575.3% | 40,095 | +562.8% | 0.03% | +550.0% |
| Q2 2016 | $789,000 | +0.3% | 6,049 | -5.2% | 0.00% | 0.0% |
| Q1 2016 | $787,000 | -39.7% | 6,382 | -40.1% | 0.00% | -20.0% |
| Q3 2015 | $1,305,000 | – | 10,648 | – | 0.01% | – |
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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% |