VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 233 filers reported holding VANGUARD WORLD FDS in Q2 2015. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $36,000 | +5.9% | 250 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $34,000 | -94.9% | 250 | -95.3% | 0.02% | -95.5% |
| Q4 2016 | $673,000 | -8.7% | 5,313 | -4.2% | 0.34% | -13.4% |
| Q3 2016 | $737,000 | +1.7% | 5,547 | -0.2% | 0.39% | +32.4% |
| Q2 2016 | $725,000 | +3.7% | 5,559 | -2.0% | 0.29% | -35.5% |
| Q1 2016 | $699,000 | -7.2% | 5,670 | +0.0% | 0.45% | +47.9% |
| Q4 2015 | $753,000 | +7.4% | 5,668 | -0.9% | 0.31% | 0.0% |
| Q3 2015 | $701,000 | +7.7% | 5,718 | +23.0% | 0.31% | -16.1% |
| Q2 2015 | $651,000 | – | 4,649 | – | 0.37% | – |
Download | ||||||
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% |