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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $293,000 | -30.4% | 1,909 | -30.1% | 0.14% | -37.6% |
| Q4 2017 | $421,000 | +1.2% | 2,731 | 0.0% | 0.23% | -18.4% |
| Q3 2017 | $416,000 | -11.3% | 2,731 | -14.2% | 0.28% | -13.7% |
| Q2 2017 | $469,000 | +6.8% | 3,182 | 0.0% | 0.32% | +7.7% |
| Q1 2017 | $439,000 | +8.9% | 3,182 | 0.0% | 0.30% | +31.3% |
| Q4 2016 | $403,000 | -46.2% | 3,182 | -40.7% | 0.23% | -51.0% |
| Q3 2016 | $749,000 | – | 5,369 | – | 0.46% | – |
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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% |