Calamos Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
Calamos Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$449,000
-2.0%
2,5080.0%0.04%0.0%
Q2 2021$458,000
+2.5%
2,5080.0%0.04%
-2.7%
Q1 2021$447,000
+2.5%
2,5080.0%0.04%
-7.5%
Q4 2020$436,000
+6.3%
2,5080.0%0.04%
-14.9%
Q3 2020$410,000
+9.3%
2,5080.0%0.05%0.0%
Q2 2020$375,000
+8.4%
2,5080.0%0.05%
-11.3%
Q1 2020$346,000
-14.4%
2,5080.0%0.05%
+10.4%
Q4 2019$404,000
+2.8%
2,5080.0%0.05%
-9.4%
Q3 2019$393,000
+5.4%
2,5080.0%0.05%
+6.0%
Q2 2019$373,000
+2.5%
2,5080.0%0.05%
-3.8%
Q1 2019$364,000
+10.6%
2,5080.0%0.05%
+4.0%
Q4 2018$329,000
-6.3%
2,5080.0%0.05%
+13.6%
Q3 2018$351,000
+4.2%
2,5080.0%0.04%
+4.8%
Q2 2018$337,0002,5080.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders