Kelman-Lazarov, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 311 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2018$479,000
+3.5%
3,0130.0%0.26%
+3.2%
Q1 2018$463,000
-0.2%
3,0130.0%0.25%
+5.1%
Q4 2017$464,000
+1.1%
3,0130.0%0.24%
-2.1%
Q3 2017$459,000
+3.4%
3,0130.0%0.24%
-0.4%
Q2 2017$444,000
+7.0%
3,0130.0%0.24%
-9.0%
Q1 2017$415,000
-99.9%
3,0130.0%0.27%
+24.2%
Q4 2016$381,958,000
-4.2%
3,0130.0%0.22%
-4.9%
Q3 2016$398,770,000
+0.8%
3,0130.0%0.23%0.0%
Q2 2016$395,637,000
+105122.6%
3,0130.0%0.23%
+2.7%
Q1 2016$376,0003,0130.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
Morningstar Investment Management LLC 191,895$36,969,0005.10%
View complete list of VANGUARD WORLD FDS shareholders