VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 158 filers reported holding VANGUARD WORLD FDS in Q2 2014. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $153,000 | +2.7% | 880 | -5.9% | 0.06% | -20.0% |
| Q2 2018 | $149,000 | +3.5% | 935 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $144,000 | +2.9% | 935 | -11.8% | 0.08% | -16.7% |
| Q4 2015 | $140,000 | +8.5% | 1,060 | 0.0% | 0.09% | -1.1% |
| Q3 2015 | $129,000 | -12.8% | 1,060 | 0.0% | 0.09% | -9.9% |
| Q2 2015 | $148,000 | -31.2% | 1,060 | -38.0% | 0.10% | -40.2% |
| Q4 2014 | $215,000 | +44.3% | 1,710 | +22.4% | 0.17% | +37.4% |
| Q1 2014 | $149,000 | +5.7% | 1,397 | 0.0% | 0.12% | -2.4% |
| Q4 2013 | $141,000 | – | 1,397 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
| PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
| CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
| Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
| BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
| Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
| ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
| Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
| ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |