VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 233 filers reported holding VANGUARD WORLD FDS in Q2 2015. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $317,000 | +17.4% | 1,995 | +13.7% | 0.02% | +26.7% |
| Q4 2017 | $270,000 | +5.5% | 1,754 | +3.7% | 0.02% | -11.8% |
| Q3 2017 | $256,000 | +2.8% | 1,691 | 0.0% | 0.02% | +6.2% |
| Q2 2017 | $249,000 | +2.5% | 1,691 | -4.1% | 0.02% | 0.0% |
| Q1 2017 | $243,000 | +5.2% | 1,763 | -3.2% | 0.02% | 0.0% |
| Q4 2016 | $231,000 | -7.2% | 1,822 | -1.9% | 0.02% | -11.1% |
| Q3 2016 | $249,000 | -56.6% | 1,857 | -57.8% | 0.02% | -56.1% |
| Q2 2016 | $574,000 | +4.4% | 4,398 | -1.4% | 0.04% | +2.5% |
| Q1 2016 | $550,000 | -15.3% | 4,462 | -3.8% | 0.04% | -9.1% |
| Q2 2015 | $649,000 | +8.9% | 4,638 | +5.5% | 0.04% | +7.3% |
| Q1 2015 | $596,000 | +8.0% | 4,398 | +0.1% | 0.04% | -6.8% |
| Q4 2014 | $552,000 | +7.0% | 4,392 | -0.5% | 0.04% | 0.0% |
| Q3 2014 | $516,000 | +4.7% | 4,413 | 0.0% | 0.04% | +2.3% |
| Q2 2014 | $493,000 | +4.9% | 4,413 | +0.4% | 0.04% | 0.0% |
| Q1 2014 | $470,000 | +11.1% | 4,394 | +5.0% | 0.04% | +4.9% |
| Q4 2013 | $423,000 | +8.5% | 4,186 | 0.0% | 0.04% | -6.8% |
| Q3 2013 | $390,000 | +4.6% | 4,186 | -3.1% | 0.04% | -6.4% |
| Q2 2013 | $373,000 | – | 4,318 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |