VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 260 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $18,539,000 | +21.6% | 96,689 | +6.3% | 4.24% | +16.2% |
| Q3 2019 | $15,249,000 | -2.3% | 90,938 | +1.3% | 3.64% | -4.4% |
| Q2 2019 | $15,612,000 | +2.4% | 89,757 | +1.5% | 3.81% | +0.1% |
| Q1 2019 | $15,249,000 | +7.4% | 88,409 | -0.0% | 3.81% | -5.6% |
| Q4 2018 | $14,204,000 | -7.8% | 88,443 | +3.5% | 4.04% | +6.8% |
| Q3 2018 | $15,411,000 | +96.2% | 85,424 | +73.1% | 3.78% | +77.9% |
| Q2 2018 | $7,854,000 | +9.9% | 49,350 | +6.0% | 2.13% | +3.7% |
| Q1 2018 | $7,149,000 | +2490.2% | 46,565 | +2144.1% | 2.05% | +1798.1% |
| Q3 2016 | $276,000 | – | 2,075 | – | 0.11% | – |
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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% |