VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 257 filers reported holding VANGUARD WORLD FDS in Q2 2016. The put-call ratio across all filers is 0.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $4,847,000 | -37.5% | 38,240 | -34.5% | 0.16% | -40.6% |
| Q3 2016 | $7,758,000 | -0.9% | 58,381 | -2.7% | 0.27% | -5.3% |
| Q2 2016 | $7,829,000 | +13.7% | 60,003 | +7.4% | 0.28% | -2.8% |
| Q1 2016 | $6,887,000 | -8.6% | 55,856 | -1.4% | 0.29% | -15.5% |
| Q4 2015 | $7,531,000 | +303.2% | 56,677 | +271.9% | 0.34% | +134.2% |
| Q3 2015 | $1,868,000 | +4.4% | 15,239 | +19.1% | 0.15% | +15.0% |
| Q2 2015 | $1,790,000 | +60.7% | 12,790 | +55.6% | 0.13% | +62.8% |
| Q1 2015 | $1,114,000 | +222.0% | 8,220 | +198.7% | 0.08% | +105.3% |
| Q4 2014 | $346,000 | +49.1% | 2,752 | +38.6% | 0.04% | +35.7% |
| Q3 2014 | $232,000 | -7.6% | 1,985 | -11.8% | 0.03% | -17.6% |
| Q2 2014 | $251,000 | -40.2% | 2,250 | -42.6% | 0.03% | +13.3% |
| Q1 2014 | $420,000 | +204.3% | 3,920 | +186.1% | 0.03% | +42.9% |
| Q4 2013 | $138,000 | +16.0% | 1,370 | +6.8% | 0.02% | 0.0% |
| Q3 2013 | $119,000 | +14.4% | 1,283 | +6.8% | 0.02% | 0.0% |
| Q2 2013 | $104,000 | – | 1,201 | – | 0.02% | – |
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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% |