Kelman-Lazarov, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 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 Q4 2017
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 108,364$26,780,00018.74%
Allied Investment Advisors, LLC 98,593$24,365,0009.18%
Morningstar Investment Management LLC 280,664$69,360,0007.86%
Capital Advantage, Inc. 103,430$25,561,0006.70%
Aprio Wealth Management, LLC 54,798$13,542,0006.40%
Curran Financial Partners, LLC 46,686$11,538,0006.34%
ASSET PLANNING CORPORATION 24,758$6,118,0005.96%
Adaptive Financial Consulting, LLC 35,501$8,773,0005.48%
Essex Private Wealth Management, LLC 22,255$5,500,0005.02%
Tatro Capital, LLC 28,055$6,933,0004.73%
View complete list of VANGUARD WORLD FDS shareholders