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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,167 | +2.7% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $22,565 | -100.0% | 95 | -94.9% | 0.00% | -96.2% |
| Q3 2016 | $245,509,000 | -20.1% | 1,855 | -56.5% | 0.08% | +105.1% |
| Q2 2016 | $307,161,000 | -32.2% | 4,260 | -56.3% | 0.04% | -47.3% |
| Q4 2015 | $453,298,000 | +95937.7% | 9,745 | +188.7% | 0.07% | -64.1% |
| Q2 2015 | $472,000 | -18.5% | 3,375 | -20.8% | 0.21% | -23.7% |
| Q1 2015 | $579,000 | – | 4,260 | – | 0.27% | – |
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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% |