VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 311 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $200,000 | +62.6% | 1,449 | +56.1% | 0.07% | +52.3% |
| Q3 2016 | $123,000 | +1.7% | 928 | +0.3% | 0.04% | -6.4% |
| Q2 2016 | $121,000 | +6.1% | 925 | +0.2% | 0.05% | -2.1% |
| Q1 2016 | $114,000 | -6.6% | 923 | +0.2% | 0.05% | -9.4% |
| Q4 2015 | $122,000 | +38.6% | 921 | +28.1% | 0.05% | +35.9% |
| Q3 2015 | $88,000 | -12.0% | 719 | +0.8% | 0.04% | 0.0% |
| Q2 2015 | $100,000 | +4.2% | 713 | 0.0% | 0.04% | -2.5% |
| Q1 2015 | $96,000 | – | 713 | – | 0.04% | – |
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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% |