VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 325 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.96 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% | – |
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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% |