VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 233 filers reported holding VANGUARD WORLD FDS in Q2 2015. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $20,000 | -75.0% | 110 | -78.2% | 0.00% | -78.9% |
| Q2 2018 | $80,000 | +3.9% | 504 | 0.0% | 0.02% | -5.0% |
| Q1 2018 | $77,000 | -1.3% | 504 | 0.0% | 0.02% | +11.1% |
| Q4 2017 | $78,000 | +1.3% | 504 | 0.0% | 0.02% | -10.0% |
| Q3 2017 | $77,000 | +4.1% | 504 | 0.0% | 0.02% | -4.8% |
| Q2 2017 | $74,000 | +7.2% | 504 | 0.0% | 0.02% | -8.7% |
| Q1 2017 | $69,000 | +11.3% | 504 | +3.7% | 0.02% | -8.0% |
| Q4 2016 | $62,000 | -31.1% | 486 | -28.1% | 0.02% | -37.5% |
| Q3 2016 | $90,000 | -78.1% | 676 | -78.6% | 0.04% | -76.9% |
| Q2 2016 | $411,000 | +20.9% | 3,152 | +14.4% | 0.17% | +15.3% |
| Q1 2016 | $340,000 | -7.1% | 2,755 | +0.1% | 0.15% | -18.5% |
| Q4 2015 | $366,000 | +12.3% | 2,752 | +3.6% | 0.18% | 0.0% |
| Q3 2015 | $326,000 | -9.7% | 2,657 | +3.1% | 0.18% | -7.5% |
| Q2 2015 | $361,000 | -47.4% | 2,578 | -49.1% | 0.20% | +2.1% |
| Q1 2015 | $686,000 | +142.4% | 5,061 | +124.2% | 0.20% | +21.9% |
| Q4 2014 | $283,000 | +1564.7% | 2,257 | +1414.8% | 0.16% | +1500.0% |
| Q3 2014 | $17,000 | 0.0% | 149 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $17,000 | +13.3% | 149 | +8.8% | 0.01% | 0.0% |
| Q1 2014 | $15,000 | -37.5% | 137 | -42.7% | 0.01% | -37.5% |
| Q4 2013 | $24,000 | – | 239 | – | 0.02% | – |
Download | ||||||
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% |