VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 152 filers reported holding VANGUARD WORLD FDS in Q1 2014. The put-call ratio across all filers is 1.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,133,000 | -47.4% | 8,687 | -50.2% | 0.19% | -17.3% |
| Q1 2016 | $2,153,000 | -7.0% | 17,460 | +0.2% | 0.23% | -8.5% |
| Q4 2015 | $2,316,000 | +5.6% | 17,430 | -2.6% | 0.25% | -0.4% |
| Q3 2015 | $2,194,000 | -16.2% | 17,904 | -4.3% | 0.25% | -10.5% |
| Q2 2015 | $2,619,000 | +11.3% | 18,711 | +7.7% | 0.28% | +9.9% |
| Q1 2015 | $2,354,000 | +65.1% | 17,371 | +53.0% | 0.25% | +56.5% |
| Q4 2014 | $1,426,000 | +2.9% | 11,353 | -4.2% | 0.16% | -3.6% |
| Q3 2014 | $1,386,000 | +0.5% | 11,846 | -4.1% | 0.17% | -3.5% |
| Q2 2014 | $1,379,000 | +17.9% | 12,356 | +12.9% | 0.17% | +4.8% |
| Q1 2014 | $1,170,000 | -49.4% | 10,947 | -52.1% | 0.16% | -6.8% |
| Q4 2013 | $2,310,000 | +127.8% | 22,844 | +109.7% | 0.18% | 0.0% |
| Q3 2013 | $1,014,000 | +42.2% | 10,892 | +32.0% | 0.18% | +25.5% |
| Q2 2013 | $713,000 | – | 8,254 | – | 0.14% | – |
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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% |