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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $274,000 | +17.1% | 2,102 | +10.7% | 0.05% | +12.8% |
| Q1 2016 | $234,000 | -12.0% | 1,898 | -5.2% | 0.05% | -9.6% |
| Q4 2015 | $266,000 | +28.5% | 2,002 | +18.5% | 0.05% | +23.8% |
| Q3 2015 | $207,000 | -41.9% | 1,689 | -33.7% | 0.04% | -35.4% |
| Q2 2015 | $356,000 | +70.3% | 2,549 | +65.1% | 0.06% | +66.7% |
| Q1 2015 | $209,000 | – | 1,544 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 280,664 | $69,369,000 | 11.73% |
| Allied Investment Advisors, LLC | 97,859 | $24,187,000 | 9.15% |
| Beacon Capital Management, Inc. | 791,178 | $195,548,000 | 7.23% |
| Aprio Wealth Management, LLC | 62,274 | $15,392,000 | 7.01% |
| Capital Advantage, Inc. | 104,317 | $25,783,000 | 6.96% |
| Curran Financial Partners, LLC | 50,412 | $12,430,000 | 6.35% |
| ASSET PLANNING CORPORATION | 26,978 | $6,668,000 | 6.17% |
| Adaptive Financial Consulting, LLC | 35,826 | $8,855,000 | 5.46% |
| Essex Private Wealth Management, LLC | 22,423 | $5,542,000 | 5.03% |
| Kinloch Capital, LLC | 27,476 | $6,791,000 | 4.79% |