VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 162 filers reported holding VANGUARD WORLD FDS in Q3 2014. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2015 | $765,000 | +8.7% | 5,750 | 0.0% | 0.34% | +4.9% |
Q3 2015 | $704,000 | -12.5% | 5,750 | 0.0% | 0.33% | -13.9% |
Q2 2015 | $805,000 | +3.3% | 5,750 | 0.0% | 0.38% | +2.2% |
Q1 2015 | $779,000 | +7.9% | 5,750 | 0.0% | 0.37% | +3.3% |
Q4 2014 | $722,000 | +7.3% | 5,750 | 0.0% | 0.36% | +9.1% |
Q3 2014 | $673,000 | +5.0% | 5,750 | 0.0% | 0.33% | +1.2% |
Q2 2014 | $641,000 | – | 5,750 | – | 0.33% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |