VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 252 filers reported holding VANGUARD WORLD FDS in Q4 2015. The put-call ratio across all filers is 0.54 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,985,000 | -38.9% | 19,457 | -39.4% | 0.31% | +10.8% |
| Q3 2017 | $4,886,000 | +6.0% | 32,099 | +2.7% | 0.28% | -2.1% |
| Q2 2017 | $4,609,000 | +3.3% | 31,245 | -3.2% | 0.28% | -7.2% |
| Q1 2017 | $4,461,000 | +2.6% | 32,279 | -5.7% | 0.31% | -5.5% |
| Q4 2016 | $4,346,000 | -9.0% | 34,215 | -4.8% | 0.32% | -11.2% |
| Q3 2016 | $4,778,000 | -26.1% | 35,950 | -27.3% | 0.37% | -30.6% |
| Q2 2016 | $6,463,000 | -0.8% | 49,445 | -7.3% | 0.53% | -14.0% |
| Q1 2016 | $6,517,000 | +10.0% | 53,340 | +19.2% | 0.61% | -17.8% |
| Q4 2015 | $5,926,000 | +1.5% | 44,737 | -6.7% | 0.75% | +11.0% |
| Q3 2015 | $5,841,000 | +87.4% | 47,972 | +115.5% | 0.67% | +83.1% |
| Q2 2015 | $3,117,000 | +52.0% | 22,262 | +47.3% | 0.37% | +48.6% |
| Q1 2015 | $2,050,000 | +203.7% | 15,115 | +182.0% | 0.25% | +177.5% |
| Q4 2014 | $675,000 | +20.1% | 5,359 | +11.8% | 0.09% | +18.7% |
| Q3 2014 | $562,000 | +29.2% | 4,795 | +22.2% | 0.08% | +21.0% |
| Q2 2014 | $435,000 | +68.6% | 3,923 | +54.6% | 0.06% | +29.2% |
| Q1 2014 | $258,000 | 0.0% | 2,538 | 0.0% | 0.05% | +4.3% |
| Q4 2013 | $258,000 | -36.8% | 2,538 | -42.3% | 0.05% | -52.6% |
| Q3 2013 | $408,000 | +14.3% | 4,396 | +6.6% | 0.10% | +26.0% |
| Q2 2013 | $357,000 | – | 4,122 | – | 0.08% | – |
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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% |