Callan Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,455,757
+5.3%
35,967
+9.6%
0.90%
+1.9%
Q2 2023$8,031,955
+8.5%
32,808
+5.7%
0.89%
+3.6%
Q1 2023$7,403,513
+0.4%
31,047
+4.4%
0.86%
-5.9%
Q4 2022$7,373,975
+10.5%
29,728
-0.3%
0.91%
-16.1%
Q3 2022$6,672,000
-12.0%
29,826
-7.3%
1.09%
-7.1%
Q2 2022$7,581,000
-6.8%
32,191
+0.6%
1.17%
+4.6%
Q1 2022$8,136,000
+5.4%
31,984
+10.4%
1.12%
-0.4%
Q4 2021$7,717,000
+13.6%
28,967
+5.4%
1.12%
-0.6%
Q3 2021$6,792,000
+10.3%
27,479
+10.3%
1.13%
+5.5%
Q2 2021$6,155,000
+14.9%
24,904
+6.4%
1.07%
+9.9%
Q1 2021$5,355,000
+21.0%
23,411
+18.3%
0.97%
+8.1%
Q4 2020$4,427,000
+22.8%
19,788
+12.0%
0.90%
+11.4%
Q3 2020$3,604,000
+42.3%
17,666
+34.4%
0.81%
+27.4%
Q2 2020$2,532,000
+7.4%
13,142
-7.4%
0.64%
-12.5%
Q1 2020$2,358,000
-24.2%
14,198
-12.5%
0.73%
-15.1%
Q4 2019$3,110,000
+22.1%
16,221
+6.7%
0.86%
+17.1%
Q3 2019$2,548,000
-5.8%
15,197
-2.3%
0.73%
-16.2%
Q2 2019$2,706,000
+4.3%
15,559
+3.4%
0.87%
+2.8%
Q1 2019$2,595,000
+17.5%
15,046
+9.4%
0.85%
+5.2%
Q4 2018$2,209,000
+0.5%
13,756
+12.8%
0.80%
+10.9%
Q3 2018$2,199,000
+20.1%
12,190
+6.0%
0.73%
+14.3%
Q2 2018$1,831,000
+27.1%
11,503
+22.6%
0.64%
+36.0%
Q1 2018$1,441,000
+68.3%
9,384
+69.0%
0.47%
+56.7%
Q4 2017$856,000
+7.0%
5,554
+5.8%
0.30%0.0%
Q3 2017$800,000
+56.2%
5,251
+51.2%
0.30%
+53.6%
Q2 2017$512,000
+4.3%
3,472
-2.4%
0.19%
-1.0%
Q1 2017$491,0003,5590.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders