VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 152 filers reported holding VANGUARD WORLD FDS in Q1 2014. The put-call ratio across all filers is 1.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $174,000 | +45.0% | 1,388 | +35.0% | 0.06% | +45.2% |
| Q3 2014 | $120,000 | -0.8% | 1,028 | -5.5% | 0.04% | 0.0% |
| Q2 2014 | $121,000 | -47.8% | 1,088 | -50.0% | 0.04% | -6.7% |
| Q1 2014 | $232,000 | +134.3% | 2,176 | +123.0% | 0.04% | +9.8% |
| Q4 2013 | $99,000 | +25.3% | 976 | +14.8% | 0.04% | +2.5% |
| Q3 2013 | $79,000 | +3.9% | 850 | -3.4% | 0.04% | -21.6% |
| Q2 2013 | $76,000 | – | 880 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |