VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 143 filers reported holding VANGUARD WORLD FDS in Q4 2013. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,331,000 | -13.3% | 28,444 | -15.9% | 0.36% | -5.0% |
| Q2 2017 | $4,998,000 | -18.6% | 33,829 | -24.3% | 0.38% | -18.1% |
| Q1 2017 | $6,143,000 | +10.4% | 44,678 | +5.5% | 0.46% | +7.2% |
| Q4 2016 | $5,562,000 | +15.6% | 42,354 | +9.7% | 0.43% | +13.4% |
| Q3 2016 | $4,813,000 | -2.6% | 38,607 | +7.6% | 0.38% | 0.0% |
| Q2 2016 | $4,941,000 | +27.9% | 35,879 | +16.6% | 0.38% | +13.7% |
| Q1 2016 | $3,863,000 | +1.9% | 30,762 | -5.3% | 0.34% | +8.0% |
| Q4 2015 | $3,790,000 | +22.7% | 32,491 | +40.3% | 0.31% | +9.5% |
| Q3 2015 | $3,088,000 | -0.3% | 23,150 | +5.4% | 0.28% | +2.2% |
| Q2 2015 | $3,097,000 | +11.8% | 21,954 | +6.1% | 0.28% | +13.0% |
| Q1 2015 | $2,769,000 | -99.9% | 20,691 | +1.3% | 0.25% | +33.7% |
| Q4 2014 | $2,607,014,000 | +136607.6% | 20,423 | +26.2% | 0.18% | +26.9% |
| Q3 2014 | $1,907,000 | -4.4% | 16,187 | -9.4% | 0.14% | -7.6% |
| Q2 2014 | $1,995,000 | +10.3% | 17,870 | +6.9% | 0.16% | +0.6% |
| Q1 2014 | $1,809,000 | +15.6% | 16,722 | +7.8% | 0.16% | +11.4% |
| Q4 2013 | $1,565,000 | +13.1% | 15,514 | +5.8% | 0.14% | +4.5% |
| Q3 2013 | $1,384,000 | +25.6% | 14,668 | +15.1% | 0.13% | -1.5% |
| Q2 2013 | $1,102,000 | – | 12,743 | – | 0.14% | – |
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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% |