VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $598,000 | +11.4% | 3,317 | -1.7% | 0.36% | +9.5% |
| Q2 2018 | $537,000 | +2.7% | 3,375 | -1.0% | 0.33% | -4.9% |
| Q1 2018 | $523,000 | +11.0% | 3,410 | +11.7% | 0.34% | +11.3% |
| Q4 2017 | $471,000 | +3.1% | 3,053 | +1.8% | 0.31% | -2.2% |
| Q3 2017 | $457,000 | +5.1% | 2,998 | +1.5% | 0.32% | +1.3% |
| Q2 2017 | $435,000 | +13.0% | 2,953 | +5.7% | 0.31% | +7.6% |
| Q1 2017 | $385,000 | +9.7% | 2,793 | +0.9% | 0.29% | +2.5% |
| Q4 2016 | $351,000 | – | 2,768 | – | 0.28% | – |
Download | ||||||
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% |