VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 143 filers reported holding VANGUARD WORLD FDS in Q4 2013. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $207,000 | -89.6% | 1,583 | -89.3% | 0.13% | -87.7% |
| Q1 2015 | $1,999,000 | -56.5% | 14,751 | -59.7% | 1.06% | -20.5% |
| Q4 2014 | $4,600,000 | +109.4% | 36,620 | +95.0% | 1.33% | +20.7% |
| Q3 2014 | $2,197,000 | +20.1% | 18,777 | +14.5% | 1.10% | +114.6% |
| Q2 2014 | $1,830,000 | -3.6% | 16,395 | -7.7% | 0.52% | -45.0% |
| Q1 2014 | $1,899,000 | +0.6% | 17,761 | -4.8% | 0.94% | +1.8% |
| Q4 2013 | $1,887,000 | +12.9% | 18,660 | +4.0% | 0.92% | -13.5% |
| Q3 2013 | $1,671,000 | +10.1% | 17,944 | +2.1% | 1.06% | +5.9% |
| Q2 2013 | $1,518,000 | +4.5% | 17,569 | +0.3% | 1.00% | -96.2% |
| Q1 2013 | $1,453,000 | +21.8% | 17,520 | +5.3% | 26.15% | +31.5% |
| Q4 2012 | $1,193,000 | – | 16,643 | – | 19.88% | – |
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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% |