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 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 280,664 | $69,369,000 | 11.73% |
| Allied Investment Advisors, LLC | 97,859 | $24,187,000 | 9.15% |
| Beacon Capital Management, Inc. | 791,178 | $195,548,000 | 7.23% |
| Aprio Wealth Management, LLC | 62,274 | $15,392,000 | 7.01% |
| Capital Advantage, Inc. | 104,317 | $25,783,000 | 6.96% |
| Curran Financial Partners, LLC | 50,412 | $12,430,000 | 6.35% |
| ASSET PLANNING CORPORATION | 26,978 | $6,668,000 | 6.17% |
| Adaptive Financial Consulting, LLC | 35,826 | $8,855,000 | 5.46% |
| Essex Private Wealth Management, LLC | 22,423 | $5,542,000 | 5.03% |
| Kinloch Capital, LLC | 27,476 | $6,791,000 | 4.79% |