VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 311 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $577,000 | +11.6% | 3,316 | +10.7% | 0.06% | +12.1% |
| Q1 2019 | $517,000 | -10.4% | 2,995 | -16.7% | 0.06% | -18.3% |
| Q4 2018 | $577,000 | -16.6% | 3,595 | -6.3% | 0.07% | -1.4% |
| Q3 2018 | $692,000 | +54.5% | 3,838 | +36.2% | 0.07% | +50.0% |
| Q2 2018 | $448,000 | -10.0% | 2,818 | -13.1% | 0.05% | -11.1% |
| Q1 2018 | $498,000 | +0.8% | 3,243 | +1.1% | 0.05% | +1.9% |
| Q4 2017 | $494,000 | -4.6% | 3,208 | -5.8% | 0.05% | -7.0% |
| Q3 2017 | $518,000 | +3.2% | 3,404 | 0.0% | 0.06% | +3.6% |
| Q2 2017 | $502,000 | +12.6% | 3,404 | +5.3% | 0.06% | +10.0% |
| Q1 2017 | $446,000 | +12.3% | 3,234 | +3.2% | 0.05% | +11.1% |
| Q4 2016 | $397,000 | +18.9% | 3,134 | +24.6% | 0.04% | 0.0% |
| Q3 2016 | $334,000 | +4.0% | 2,516 | +2.4% | 0.04% | +2.3% |
| Q2 2016 | $321,000 | +7.4% | 2,458 | +1.4% | 0.04% | +4.8% |
| Q1 2016 | $299,000 | -15.1% | 2,425 | -8.5% | 0.04% | -14.3% |
| Q4 2015 | $352,000 | -7.1% | 2,651 | -14.2% | 0.05% | -10.9% |
| Q3 2015 | $379,000 | -29.7% | 3,091 | -19.7% | 0.06% | -22.5% |
| Q2 2015 | $539,000 | -6.9% | 3,849 | -9.9% | 0.07% | -6.6% |
| Q1 2015 | $579,000 | +10.9% | 4,274 | +2.7% | 0.08% | +11.8% |
| Q4 2014 | $522,000 | +6.5% | 4,160 | -0.7% | 0.07% | -20.0% |
| Q3 2014 | $490,000 | +25.6% | 4,190 | +19.9% | 0.08% | +28.8% |
| Q2 2014 | $390,000 | +1.3% | 3,495 | -3.1% | 0.07% | -4.3% |
| Q1 2014 | $385,000 | -21.9% | 3,605 | -26.1% | 0.07% | -21.6% |
| Q4 2013 | $493,000 | +19.1% | 4,880 | +9.7% | 0.09% | +10.0% |
| Q3 2013 | $414,000 | +14.0% | 4,450 | +6.0% | 0.08% | +11.1% |
| Q2 2013 | $363,000 | – | 4,200 | – | 0.07% | – |
Download | ||||||
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% |