VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 203 filers reported holding VANGUARD WORLD FDS in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |