Callan Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,955,261
+22.0%
31,208
+8.6%
0.42%
+18.1%
Q2 2023$3,242,708
+3.6%
28,724
+4.8%
0.36%
-0.8%
Q1 2023$3,129,629
-2.9%
27,398
+3.1%
0.36%
-9.0%
Q4 2022$3,224,250
+20.6%
26,585
+1.0%
0.40%
-8.5%
Q3 2022$2,673,000
-2.6%
26,317
-4.6%
0.44%
+2.8%
Q2 2022$2,745,000
-4.6%
27,594
+2.7%
0.42%
+7.1%
Q1 2022$2,876,000
+47.8%
26,867
+7.1%
0.40%
+39.6%
Q4 2021$1,946,000
+4.8%
25,080
-0.2%
0.28%
-8.4%
Q3 2021$1,857,000
+3.8%
25,134
+6.6%
0.31%
-0.6%
Q2 2021$1,789,000
+11.9%
23,575
+0.3%
0.31%
+6.9%
Q1 2021$1,599,000
+36.2%
23,513
+3.8%
0.29%
+21.8%
Q4 2020$1,174,000
+18.5%
22,643
-7.9%
0.24%
+7.7%
Q3 2020$991,000
-6.2%
24,573
+16.9%
0.22%
-16.2%
Q2 2020$1,057,000
+92.2%
21,017
+46.0%
0.26%
+56.8%
Q1 2020$550,000
-40.7%
14,399
+26.4%
0.17%
-33.7%
Q4 2019$928,000
-35.8%
11,392
-38.5%
0.26%
-38.4%
Q3 2019$1,446,000
-10.2%
18,528
-2.2%
0.41%
-20.1%
Q2 2019$1,610,000
-5.5%
18,942
-0.6%
0.52%
-6.8%
Q1 2019$1,704,000
+27.5%
19,059
+10.0%
0.56%
+14.2%
Q4 2018$1,336,000
-49.2%
17,325
-30.7%
0.49%
-43.9%
Q3 2018$2,628,000
-0.6%
25,000
-0.7%
0.87%
-5.2%
Q2 2018$2,644,000
+14.7%
25,164
+0.8%
0.92%
+22.6%
Q1 2018$2,306,000
+9.2%
24,960
+17.0%
0.75%
+1.6%
Q4 2017$2,111,000
+59.3%
21,338
+50.7%
0.74%
+48.8%
Q3 2017$1,325,000
+37.4%
14,156
+30.0%
0.49%
+35.3%
Q2 2017$964,000
+24.7%
10,892
+36.2%
0.36%
+18.1%
Q1 2017$773,000
+19.1%
7,996
+29.0%
0.31%
+5.8%
Q4 2016$649,000
+7.3%
6,1980.0%0.29%
+17.3%
Q3 2016$605,000
+0.8%
6,198
-1.7%
0.25%
+1.6%
Q2 2016$600,000
-6.5%
6,308
-15.6%
0.24%
-8.9%
Q1 2016$642,000
-36.6%
7,478
-38.6%
0.27%
-32.9%
Q4 2015$1,013,000
-13.2%
12,188
-11.5%
0.40%
-36.7%
Q3 2015$1,167,000
+272.8%
13,769
+369.9%
0.63%
+859.1%
Q2 2015$313,000
-2.2%
2,9300.0%0.07%
-2.9%
Q1 2015$320,000
-2.1%
2,9300.0%0.07%
-8.1%
Q4 2014$327,0002,9300.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders