VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $757,000 | -12.0% | 4,353 | -12.7% | 0.96% | -7.0% |
| Q1 2019 | $860,000 | -2.5% | 4,988 | -9.2% | 1.04% | -6.5% |
| Q4 2018 | $882,000 | -10.0% | 5,495 | +1.2% | 1.11% | +26.3% |
| Q3 2018 | $980,000 | +24.1% | 5,430 | +9.4% | 0.88% | +40.6% |
| Q2 2018 | $790,000 | +7.8% | 4,964 | +3.9% | 0.62% | +40.8% |
| Q1 2018 | $733,000 | +16.2% | 4,776 | +16.7% | 0.44% | +54.2% |
| Q4 2017 | $631,000 | +1.4% | 4,091 | +0.1% | 0.29% | -3.0% |
| Q3 2017 | $622,000 | +3.3% | 4,088 | +0.0% | 0.30% | -2.9% |
| Q2 2017 | $602,000 | +85.2% | 4,086 | +73.1% | 0.31% | +74.9% |
| Q1 2017 | $325,000 | +16.1% | 2,360 | +6.8% | 0.18% | +15.1% |
| Q4 2016 | $280,000 | – | 2,210 | – | 0.15% | – |
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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% |