VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 158 filers reported holding VANGUARD WORLD FDS in Q2 2014. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,609,000 | +11.2% | 20,007 | -1.5% | 1.16% | +6.6% |
| Q2 2018 | $3,245,000 | +5.8% | 20,310 | +0.5% | 1.09% | +9.7% |
| Q1 2018 | $3,068,000 | -4.2% | 20,211 | -2.7% | 0.99% | +11.0% |
| Q4 2017 | $3,203,000 | +1.1% | 20,782 | -0.1% | 0.89% | -3.1% |
| Q3 2017 | $3,167,000 | -1.2% | 20,800 | -4.4% | 0.92% | -1.5% |
| Q2 2017 | $3,207,000 | +2.3% | 21,762 | -4.3% | 0.94% | -3.7% |
| Q1 2017 | $3,134,000 | +8.0% | 22,737 | -0.7% | 0.97% | +2.9% |
| Q4 2016 | $2,903,000 | 0.0% | 22,903 | +4.8% | 0.94% | -6.0% |
| Q3 2016 | $2,903,000 | +0.8% | 21,844 | +6.2% | 1.00% | +4.4% |
| Q2 2015 | $2,879,000 | +30.6% | 20,570 | +26.5% | 0.96% | +39.0% |
| Q1 2015 | $2,204,000 | +269.8% | 16,261 | +242.8% | 0.69% | +268.1% |
| Q4 2014 | $596,000 | +244.5% | 4,743 | +205.6% | 0.19% | +358.5% |
| Q2 2014 | $173,000 | – | 1,552 | – | 0.04% | – |
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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% |