VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 245 filers reported holding VANGUARD WORLD FDS in Q1 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $17,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | -34.6% | 100 | -39.0% | 0.01% | -35.0% |
| Q4 2018 | $26,000 | +44.4% | 164 | +64.0% | 0.02% | +66.7% |
| Q3 2018 | $18,000 | +12.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 100 | 0.0% | 0.01% | +100.0% |
| Q1 2018 | $15,000 | -65.1% | 100 | -64.5% | 0.01% | -53.8% |
| Q4 2017 | $43,000 | +186.7% | 282 | +182.0% | 0.01% | +160.0% |
| Q3 2017 | $15,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $14,000 | +7.7% | 100 | 0.0% | 0.01% | +20.0% |
| Q4 2016 | $13,000 | -81.9% | 100 | -81.5% | 0.01% | -80.8% |
| Q3 2016 | $72,000 | -4.0% | 541 | -5.6% | 0.03% | -25.7% |
| Q2 2016 | $75,000 | +5.6% | 573 | -1.0% | 0.04% | +16.7% |
| Q1 2016 | $71,000 | -7.8% | 579 | -0.7% | 0.03% | -25.0% |
| Q4 2015 | $77,000 | -30.6% | 583 | -35.8% | 0.04% | -36.5% |
| Q3 2015 | $111,000 | -31.1% | 908 | -21.1% | 0.06% | -19.2% |
| Q2 2015 | $161,000 | -13.0% | 1,151 | -15.7% | 0.08% | -25.7% |
| Q1 2015 | $185,000 | -3.1% | 1,365 | -10.1% | 0.10% | -26.1% |
| Q4 2014 | $191,000 | – | 1,518 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |