VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 340 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.94 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. | 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% |