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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $279,000 | -57.9% | 1,893 | -63.8% | 0.01% | -50.0% |
| Q4 2016 | $662,000 | -57.6% | 5,223 | -55.5% | 0.02% | -56.8% |
| Q3 2016 | $1,560,000 | -42.7% | 11,737 | -46.9% | 0.04% | -51.9% |
| Q1 2016 | $2,723,000 | +1126.6% | 22,086 | +1220.1% | 0.08% | +1825.0% |
| Q4 2015 | $222,000 | -59.0% | 1,673 | -62.1% | 0.00% | -55.6% |
| Q3 2015 | $541,000 | -73.8% | 4,411 | -76.1% | 0.01% | -71.9% |
| Q2 2014 | $2,061,000 | +652.2% | 18,462 | +580.8% | 0.03% | +966.7% |
| Q4 2013 | $274,000 | -92.9% | 2,712 | -93.5% | 0.00% | -93.9% |
| Q3 2013 | $3,877,000 | – | 41,622 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
| Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
| Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
| Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
| Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
| Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
| ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
| Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
| Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
| Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |