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 | 280,664 | $69,369,000 | 11.73% |
| Allied Investment Advisors, LLC | 97,859 | $24,187,000 | 9.15% |
| Beacon Capital Management, Inc. | 791,178 | $195,548,000 | 7.23% |
| Aprio Wealth Management, LLC | 62,274 | $15,392,000 | 7.01% |
| Capital Advantage, Inc. | 104,317 | $25,783,000 | 6.96% |
| Curran Financial Partners, LLC | 50,412 | $12,430,000 | 6.35% |
| ASSET PLANNING CORPORATION | 26,978 | $6,668,000 | 6.17% |
| Adaptive Financial Consulting, LLC | 35,826 | $8,855,000 | 5.46% |
| Essex Private Wealth Management, LLC | 22,423 | $5,542,000 | 5.03% |
| Kinloch Capital, LLC | 27,476 | $6,791,000 | 4.79% |