VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $257,000 | -11.1% | 1,600 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $289,000 | +13.3% | 1,600 | 0.0% | 0.03% | +7.7% |
| Q2 2018 | $255,000 | +3.7% | 1,600 | 0.0% | 0.03% | +4.0% |
| Q1 2018 | $246,000 | -0.4% | 1,600 | 0.0% | 0.02% | -3.8% |
| Q4 2017 | $247,000 | -49.4% | 1,600 | -50.0% | 0.03% | -38.1% |
| Q3 2017 | $488,000 | +106.8% | 3,200 | +100.0% | 0.04% | 0.0% |
| Q2 2017 | $236,000 | +6.8% | 1,600 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $221,000 | +8.9% | 1,600 | 0.0% | 0.04% | +7.7% |
| Q4 2016 | $203,000 | -4.7% | 1,600 | 0.0% | 0.04% | -17.0% |
| Q3 2016 | $213,000 | +1.9% | 1,600 | 0.0% | 0.05% | +4.4% |
| Q2 2016 | $209,000 | -1.9% | 1,600 | 0.0% | 0.04% | +12.5% |
| Q4 2015 | $213,000 | -4.9% | 1,600 | 0.0% | 0.04% | +14.3% |
| Q2 2015 | $224,000 | – | 1,600 | – | 0.04% | – |
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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% |