Independent Advisor Alliance - 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
Independent Advisor Alliance ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2019$5,387,000
+1068.5%
28,097
+735.7%
0.24%
+221.9%
Q1 2017$461,0003,3620.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 280,664$69,369,00011.73%
Allied Investment Advisors, LLC 97,859$24,187,0009.15%
Beacon Capital Management, Inc. 791,178$195,548,0007.23%
Aprio Wealth Management, LLC 62,274$15,392,0007.01%
Capital Advantage, Inc. 104,317$25,783,0006.96%
Curran Financial Partners, LLC 50,412$12,430,0006.35%
ASSET PLANNING CORPORATION 26,978$6,668,0006.17%
Adaptive Financial Consulting, LLC 35,826$8,855,0005.46%
Essex Private Wealth Management, LLC 22,423$5,542,0005.03%
Kinloch Capital, LLC 27,476$6,791,0004.79%
View complete list of VANGUARD WORLD FDS shareholders