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 | ||||
|---|---|---|---|---|---|---|
| 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. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |