VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 260 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $19,249,000 | +4.4% | 126,406 | +1.0% | 0.12% | -1.7% |
| Q2 2017 | $18,445,000 | +8.5% | 125,164 | +1.4% | 0.12% | +2.6% |
| Q1 2017 | $17,007,000 | +22.7% | 123,398 | +12.9% | 0.11% | +11.8% |
| Q4 2016 | $13,861,000 | -10.2% | 109,338 | -5.8% | 0.10% | -16.4% |
| Q3 2016 | $15,427,000 | +1.1% | 116,087 | -0.7% | 0.12% | -5.4% |
| Q2 2016 | $15,252,000 | +4.7% | 116,883 | -1.0% | 0.13% | -0.8% |
| Q1 2016 | $14,561,000 | -10.4% | 118,091 | -3.4% | 0.13% | -15.6% |
| Q4 2015 | $16,243,000 | +28.9% | 122,236 | +18.9% | 0.15% | +15.8% |
| Q3 2015 | $12,601,000 | -13.8% | 102,811 | -1.5% | 0.13% | -8.3% |
| Q2 2015 | $14,612,000 | +16.2% | 104,403 | +12.5% | 0.14% | +10.7% |
| Q1 2015 | $12,573,000 | +22.4% | 92,778 | +13.4% | 0.13% | +13.9% |
| Q4 2014 | $10,275,000 | +18.0% | 81,810 | +9.9% | 0.12% | +8.5% |
| Q3 2014 | $8,707,000 | +12.0% | 74,423 | +6.9% | 0.11% | +11.6% |
| Q2 2014 | $7,774,000 | -8.9% | 69,641 | -12.7% | 0.10% | -19.5% |
| Q1 2014 | $8,529,000 | +40.5% | 79,774 | +32.9% | 0.12% | +34.1% |
| Q4 2013 | $6,070,000 | +42.3% | 60,042 | +31.1% | 0.09% | +27.5% |
| Q3 2013 | $4,266,000 | -11.3% | 45,806 | -17.7% | 0.07% | -18.8% |
| Q2 2013 | $4,809,000 | – | 55,667 | – | 0.08% | – |
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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% |