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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,181,000 | -0.8% | 7,043 | +2.8% | 0.16% | -1.8% |
| Q2 2019 | $1,191,000 | -10.4% | 6,849 | -11.1% | 0.17% | -20.5% |
| Q1 2019 | $1,329,000 | -22.3% | 7,703 | -27.7% | 0.21% | -30.9% |
| Q4 2018 | $1,710,000 | -13.1% | 10,649 | -2.4% | 0.30% | -3.8% |
| Q3 2018 | $1,968,000 | +29.6% | 10,907 | +14.4% | 0.32% | +26.4% |
| Q2 2018 | $1,518,000 | +13.9% | 9,538 | +9.9% | 0.25% | +8.7% |
| Q1 2018 | $1,333,000 | +42.9% | 8,681 | +43.3% | 0.23% | +41.1% |
| Q4 2017 | $933,000 | +5.8% | 6,056 | +4.5% | 0.16% | -4.1% |
| Q3 2017 | $882,000 | +10.1% | 5,794 | +6.6% | 0.17% | +3.7% |
| Q2 2017 | $801,000 | +11.4% | 5,434 | +4.1% | 0.16% | +5.8% |
| Q1 2017 | $719,000 | +15.4% | 5,219 | +6.1% | 0.16% | +11.5% |
| Q4 2016 | $623,000 | -6.5% | 4,917 | -1.8% | 0.14% | -7.9% |
| Q3 2016 | $666,000 | +20.9% | 5,008 | +18.6% | 0.15% | +12.7% |
| Q2 2016 | $551,000 | +32.8% | 4,223 | +25.5% | 0.13% | +42.6% |
| Q1 2016 | $415,000 | +46.6% | 3,365 | +58.2% | 0.09% | +30.6% |
| Q4 2015 | $283,000 | +35.4% | 2,127 | +38.0% | 0.07% | +80.0% |
| Q1 2015 | $209,000 | -85.5% | 1,541 | -87.5% | 0.04% | -91.6% |
| Q3 2014 | $1,446,000 | -28.0% | 12,364 | -31.2% | 0.48% | -26.1% |
| Q2 2014 | $2,007,000 | – | 17,981 | – | 0.65% | – |
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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% |