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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |