Callan Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 347 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,059,149
+8.9%
18,781
+14.5%
0.54%
+5.4%
Q2 2023$4,645,290
+12.3%
16,403
+0.2%
0.51%
+7.3%
Q1 2023$4,135,079
+18.8%
16,373
+3.0%
0.48%
+11.4%
Q4 2022$3,480,189
+0.6%
15,890
+8.0%
0.43%
-23.6%
Q3 2022$3,460,000
+11.2%
14,719
+7.6%
0.56%
+17.3%
Q2 2022$3,112,000
-30.5%
13,682
-6.7%
0.48%
-22.0%
Q1 2022$4,475,000
-3.3%
14,661
+8.0%
0.62%
-8.5%
Q4 2021$4,626,000
+16.3%
13,580
+5.8%
0.67%
+1.7%
Q3 2021$3,978,000
+9.3%
12,833
+10.7%
0.66%
+4.4%
Q2 2021$3,640,000
+9.3%
11,592
+2.8%
0.63%
+4.5%
Q1 2021$3,331,000
+23.0%
11,277
+14.6%
0.61%
+10.0%
Q4 2020$2,709,000
+24.3%
9,843
+6.0%
0.55%
+12.7%
Q3 2020$2,179,000
+61.9%
9,286
+38.0%
0.49%
+45.1%
Q2 2020$1,346,000
-8.1%
6,730
-33.2%
0.34%
-25.3%
Q1 2020$1,465,000
-31.8%
10,078
-11.2%
0.45%
-23.7%
Q4 2019$2,149,000
+16.0%
11,344
+10.3%
0.59%
+11.3%
Q3 2019$1,853,000
-1.9%
10,288
-2.2%
0.53%
-12.7%
Q2 2019$1,888,000
+7.0%
10,523
+2.9%
0.61%
+5.6%
Q1 2019$1,764,000
+31.3%
10,229
+14.6%
0.58%
+17.8%
Q4 2018$1,343,000
-21.3%
8,923
-5.7%
0.49%
-13.3%
Q3 2018$1,707,000
+13.4%
9,458
+6.6%
0.56%
+8.0%
Q2 2018$1,505,000
+31.8%
8,873
+23.3%
0.52%
+41.1%
Q1 2018$1,142,000
+76.2%
7,197
+73.3%
0.37%
+63.7%
Q4 2017$648,000
+24.4%
4,152
+14.1%
0.23%
+16.5%
Q3 2017$521,000
+78.4%
3,638
+77.2%
0.19%
+76.4%
Q2 2017$292,000
+21.7%
2,053
+18.3%
0.11%
+14.6%
Q1 2017$240,0001,7350.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders