VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 260 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $70,000 | +1.4% | 400 | 0.0% | 0.02% | -4.0% |
| Q1 2019 | $69,000 | +7.8% | 400 | 0.0% | 0.02% | -10.7% |
| Q4 2018 | $64,000 | -11.1% | 400 | 0.0% | 0.03% | +16.7% |
| Q3 2018 | $72,000 | +12.5% | 400 | 0.0% | 0.02% | -7.7% |
| Q2 2018 | $64,000 | +4.9% | 400 | 0.0% | 0.03% | +44.4% |
| Q1 2018 | $61,000 | -1.6% | 400 | 0.0% | 0.02% | -10.0% |
| Q4 2017 | $62,000 | +1.6% | 400 | 0.0% | 0.02% | -20.0% |
| Q3 2017 | $61,000 | +3.4% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $59,000 | +5.4% | 400 | 0.0% | 0.02% | +4.2% |
| Q1 2017 | $56,000 | +9.8% | 400 | 0.0% | 0.02% | +9.1% |
| Q4 2016 | $51,000 | -3.8% | 400 | 0.0% | 0.02% | -29.0% |
| Q3 2016 | $53,000 | -3.6% | 400 | 0.0% | 0.03% | -8.8% |
| Q2 2016 | $55,000 | – | 400 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
| Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
| Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
| Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
| Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
| Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
| ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
| Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
| Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
| Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |