VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 260 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.51 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 ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |