VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 257 filers reported holding VANGUARD WORLD FDS in Q2 2016. The put-call ratio across all filers is 0.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $255,000 | +3.2% | 1,675 | 0.0% | 0.07% | -1.5% |
| Q2 2017 | $247,000 | +6.9% | 1,675 | 0.0% | 0.07% | +6.2% |
| Q1 2017 | $231,000 | +9.0% | 1,675 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $212,000 | -4.9% | 1,675 | 0.0% | 0.06% | -44.8% |
| Q3 2016 | $223,000 | +11.5% | 1,675 | +9.1% | 0.12% | +6.4% |
| Q2 2016 | $200,000 | -3.4% | 1,535 | -8.4% | 0.11% | -0.9% |
| Q1 2016 | $207,000 | -7.2% | 1,675 | 0.0% | 0.11% | -9.8% |
| Q4 2015 | $223,000 | +8.8% | 1,675 | 0.0% | 0.12% | -4.7% |
| Q3 2015 | $205,000 | -12.4% | 1,675 | 0.0% | 0.13% | +3.2% |
| Q2 2015 | $234,000 | +3.1% | 1,675 | 0.0% | 0.12% | +3.3% |
| Q1 2015 | $227,000 | -22.3% | 1,675 | -28.0% | 0.12% | -25.0% |
| Q4 2014 | $292,000 | +5.0% | 2,325 | -2.3% | 0.16% | +0.6% |
| Q3 2014 | $278,000 | -5.4% | 2,380 | -9.5% | 0.16% | -1.9% |
| Q2 2014 | $294,000 | 0.0% | 2,630 | -4.4% | 0.16% | -5.3% |
| Q1 2014 | $294,000 | 0.0% | 2,750 | -5.5% | 0.17% | 0.0% |
| Q4 2013 | $294,000 | -7.0% | 2,910 | -14.2% | 0.17% | -17.4% |
| Q3 2013 | $316,000 | +7.8% | 3,390 | 0.0% | 0.21% | +30.2% |
| Q2 2013 | $293,000 | +4.3% | 3,390 | 0.0% | 0.16% | -10.7% |
| Q1 2013 | $281,000 | +15.6% | 3,390 | 0.0% | 0.18% | +1.1% |
| Q4 2012 | $243,000 | – | 3,390 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |