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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $208,000 | -76.9% | 1,654 | -79.5% | 0.15% | -85.8% |
| Q2 2014 | $900,000 | -0.2% | 8,064 | -4.4% | 1.02% | +31.2% |
| Q1 2014 | $902,000 | -5.4% | 8,432 | -10.5% | 0.78% | -1.5% |
| Q4 2013 | $953,000 | -8.0% | 9,424 | -15.3% | 0.79% | -34.4% |
| Q3 2013 | $1,036,000 | +47.0% | 11,127 | +36.4% | 1.21% | +12.8% |
| Q2 2013 | $705,000 | – | 8,156 | – | 1.07% | – |
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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% |