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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76 | -5.0% | 325 | 0.0% | 0.05% | -3.8% |
| Q2 2023 | $80 | +3.9% | 325 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $77 | -4.9% | 325 | 0.0% | 0.05% | -8.9% |
| Q4 2022 | $81 | -99.6% | 325 | +182.6% | 0.06% | +211.1% |
| Q4 2018 | $18,000 | -14.3% | 115 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $21,000 | -76.1% | 115 | -79.3% | 0.02% | -76.9% |
| Q2 2018 | $88,000 | -99.5% | 556 | +383.5% | 0.08% | +387.5% |
| Q1 2018 | $17,656,000 | -0.4% | 115 | 0.0% | 0.02% | +6.7% |
| Q4 2017 | $17,726,000 | +1.2% | 115 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $17,512,000 | +3.3% | 115 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $16,948,000 | +6.9% | 115 | 0.0% | 0.02% | +7.1% |
| Q1 2017 | $15,849,000 | +8.7% | 115 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $14,579,000 | – | 115 | – | 0.01% | – |
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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% |