Callan Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 367 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,951,846
+1.8%
27,108
+8.4%
0.53%
-1.5%
Q2 2023$4,864,398
+11.3%
25,016
+10.7%
0.54%
+6.3%
Q1 2023$4,372,060
+11.5%
22,592
+10.3%
0.51%
+4.5%
Q4 2022$3,922,422
+0.7%
20,475
-9.7%
0.48%
-23.7%
Q3 2022$3,896,000
-15.7%
22,676
-9.1%
0.63%
-11.1%
Q2 2022$4,622,000
+0.7%
24,936
+6.4%
0.71%
+13.2%
Q1 2022$4,589,000
+12.2%
23,426
+14.5%
0.63%
+6.1%
Q4 2021$4,090,000
+17.8%
20,464
+5.6%
0.59%
+2.9%
Q3 2021$3,473,000
+11.3%
19,381
+13.3%
0.58%
+6.5%
Q2 2021$3,121,000
+10.2%
17,102
+7.7%
0.54%
+5.2%
Q1 2021$2,831,000
+20.9%
15,881
+17.9%
0.52%
+8.2%
Q4 2020$2,342,000
+15.3%
13,466
+8.3%
0.48%
+4.4%
Q3 2020$2,032,000
+43.9%
12,438
+31.7%
0.46%
+28.8%
Q2 2020$1,412,000
+15.8%
9,441
+6.7%
0.35%
-5.6%
Q1 2020$1,219,000
-24.8%
8,848
-12.0%
0.38%
-15.9%
Q4 2019$1,622,000
+8.1%
10,059
+4.9%
0.45%
+3.7%
Q3 2019$1,501,000
-1.0%
9,589
-5.9%
0.43%
-11.9%
Q2 2019$1,516,000
+3.9%
10,191
+1.4%
0.49%
+2.5%
Q1 2019$1,459,000
+15.2%
10,048
+4.0%
0.48%
+3.0%
Q4 2018$1,267,000
-28.2%
9,658
-23.3%
0.46%
-20.8%
Q3 2018$1,765,000
+19.6%
12,596
+14.6%
0.58%
+14.1%
Q2 2018$1,476,000
+22.5%
10,993
+24.2%
0.51%
+31.0%
Q1 2018$1,205,000
+39.6%
8,852
+49.9%
0.39%
+30.0%
Q4 2017$863,000
+27.9%
5,907
+21.3%
0.30%
+19.0%
Q3 2017$675,000
+49.7%
4,871
+52.3%
0.25%
+47.4%
Q2 2017$451,000
+12.5%
3,198
+12.2%
0.17%
+6.9%
Q1 2017$401,0002,8510.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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