VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $515,000 | +0.8% | 2,963 | 0.0% | 0.06% | -3.4% |
| Q1 2019 | $511,000 | +6.5% | 2,963 | -0.8% | 0.06% | -4.8% |
| Q4 2018 | $480,000 | +86.8% | 2,987 | +110.1% | 0.06% | +93.8% |
| Q3 2018 | $257,000 | +13.7% | 1,422 | 0.0% | 0.03% | -17.9% |
| Q2 2018 | $226,000 | -12.4% | 1,422 | -15.0% | 0.04% | -2.5% |
| Q4 2017 | $258,000 | – | 1,673 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
| Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
| Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
| Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
| Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
| Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
| ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
| Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
| Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
| Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |