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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,282,000 | -32.0% | 9,650 | -33.2% | 0.93% | +52.1% |
| Q2 2016 | $1,886,000 | -27.1% | 14,450 | -31.1% | 0.61% | -27.7% |
| Q1 2016 | $2,586,000 | +0.6% | 20,977 | +8.4% | 0.84% | +11.1% |
| Q4 2015 | $2,571,000 | +5.2% | 19,352 | -2.9% | 0.76% | +1.1% |
| Q3 2015 | $2,443,000 | +45.2% | 19,934 | +65.8% | 0.75% | +60.6% |
| Q2 2015 | $1,683,000 | +50.7% | 12,022 | +45.8% | 0.47% | +53.1% |
| Q1 2015 | $1,117,000 | +118.2% | 8,246 | +102.5% | 0.30% | +122.6% |
| Q4 2014 | $512,000 | +250.7% | 4,073 | +225.8% | 0.14% | +242.5% |
| Q3 2014 | $146,000 | +317.1% | 1,250 | +294.3% | 0.04% | +300.0% |
| Q2 2014 | $35,000 | – | 317 | – | 0.01% | – |
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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% |