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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $456,000 | +4.6% | 2,865 | +18.6% | 0.09% | +24.3% |
| Q3 2018 | $436,000 | +10.7% | 2,415 | -2.3% | 0.07% | +2.9% |
| Q2 2018 | $394,000 | +16.6% | 2,473 | +11.8% | 0.07% | +7.9% |
| Q1 2018 | $338,000 | +2.7% | 2,211 | +3.0% | 0.06% | 0.0% |
| Q4 2017 | $329,000 | +0.9% | 2,147 | +0.0% | 0.06% | -11.3% |
| Q3 2017 | $326,000 | +8.3% | 2,146 | +4.9% | 0.07% | +2.9% |
| Q2 2017 | $301,000 | +17.1% | 2,045 | +10.2% | 0.07% | +7.8% |
| Q1 2017 | $257,000 | +15.8% | 1,855 | +5.8% | 0.06% | +4.9% |
| Q4 2016 | $222,000 | +11.0% | 1,754 | +15.9% | 0.06% | +5.2% |
| Q3 2016 | $200,000 | – | 1,514 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |