VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,017,000 | -31.0% | 6,680 | -33.2% | 0.04% | -29.4% |
| Q2 2017 | $1,474,000 | +7.0% | 10,000 | 0.0% | 0.05% | +8.5% |
| Q1 2017 | $1,378,000 | -33.7% | 10,000 | -39.0% | 0.05% | -23.0% |
| Q4 2016 | $2,079,000 | +31.9% | 16,400 | +38.3% | 0.06% | +32.6% |
| Q3 2016 | $1,576,000 | +1.8% | 11,860 | 0.0% | 0.05% | +2.2% |
| Q2 2016 | $1,548,000 | +225.2% | 11,860 | +207.3% | 0.04% | +200.0% |
| Q1 2016 | $476,000 | +115.4% | 3,860 | +132.5% | 0.02% | +114.3% |
| Q4 2015 | $221,000 | +8.9% | 1,660 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $203,000 | -12.5% | 1,660 | 0.0% | 0.01% | -11.1% |
| Q2 2015 | $232,000 | +160.7% | 1,660 | +151.5% | 0.01% | +200.0% |
| Q1 2015 | $89,000 | – | 660 | – | 0.00% | – |
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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% |