VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 257 filers reported holding VANGUARD WORLD FDS in Q2 2016. The put-call ratio across all filers is 0.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $831,750,000 | +25.1% | 6,035 | +15.1% | 0.51% | +21.9% |
| Q4 2016 | $664,856,000 | -0.2% | 5,245 | +4.7% | 0.42% | +3.4% |
| Q3 2016 | $665,906,000 | +2.1% | 5,011 | +0.3% | 0.41% | +1.5% |
| Q2 2016 | $651,915,000 | +7.0% | 4,996 | +1.1% | 0.40% | +16.9% |
| Q1 2016 | $609,246,000 | +1.0% | 4,942 | +8.8% | 0.34% | -1.2% |
| Q4 2015 | $603,382,000 | +6.9% | 4,541 | -1.4% | 0.35% | -2.0% |
| Q3 2015 | $564,282,000 | -12.6% | 4,604 | -0.2% | 0.35% | -3.5% |
| Q2 2015 | $645,699,000 | +1.0% | 4,613 | -2.2% | 0.37% | +3.7% |
| Q1 2015 | $639,445,000 | +7.9% | 4,718 | 0.0% | 0.35% | -21.0% |
| Q4 2014 | $592,590,000 | -7.3% | 4,718 | 0.0% | 0.45% | +26.6% |
| Q1 2014 | $639,445,000 | – | 4,718 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |