VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 115 filers reported holding VANGUARD WORLD FDS in Q2 2013. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $207,000 | +3.5% | 1,300 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $200,000 | 0.0% | 1,300 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $200,000 | -13.0% | 1,300 | -13.9% | 0.01% | -10.0% |
| Q3 2017 | $230,000 | -37.8% | 1,510 | -39.8% | 0.01% | -37.5% |
| Q2 2017 | $370,000 | +6.9% | 2,510 | 0.0% | 0.02% | +6.7% |
| Q1 2017 | $346,000 | +8.8% | 2,510 | 0.0% | 0.02% | +7.1% |
| Q4 2016 | $318,000 | +1035.7% | 2,510 | +1095.2% | 0.01% | +1300.0% |
| Q3 2016 | $28,000 | +3.7% | 210 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $27,000 | +3.8% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $26,000 | -7.1% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $28,000 | -56.9% | 210 | -65.6% | 0.00% | -50.0% |
| Q1 2014 | $65,000 | +14.0% | 610 | +8.9% | 0.00% | 0.0% |
| Q4 2013 | $57,000 | +96.6% | 560 | +80.6% | 0.00% | +100.0% |
| Q3 2013 | $29,000 | +7.4% | 310 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $27,000 | – | 310 | – | 0.00% | – |
Download | ||||||
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% |