Callan Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,924,303
+4.1%
20,127
+9.7%
0.42%
+0.7%
Q2 2023$3,770,962
+11.6%
18,348
+3.5%
0.42%
+6.6%
Q1 2023$3,378,224
+11.4%
17,733
+6.8%
0.39%
+4.5%
Q4 2022$3,031,235
+17.8%
16,597
+1.6%
0.37%
-10.7%
Q3 2022$2,573,000
-14.9%
16,333
-11.8%
0.42%
-10.1%
Q2 2022$3,024,000
-12.2%
18,515
+4.5%
0.47%
-1.5%
Q1 2022$3,446,000
+6.0%
17,719
+10.6%
0.47%0.0%
Q4 2021$3,251,000
+13.1%
16,019
+4.7%
0.47%
-1.0%
Q3 2021$2,875,000
+7.8%
15,301
+12.7%
0.48%
+3.0%
Q2 2021$2,668,000
+8.3%
13,582
+4.4%
0.46%
+3.6%
Q1 2021$2,463,000
+34.7%
13,014
+21.0%
0.45%
+20.4%
Q4 2020$1,829,000
+27.8%
10,759
+8.9%
0.37%
+15.9%
Q3 2020$1,431,000
+71.6%
9,883
+54.0%
0.32%
+53.6%
Q2 2020$834,000
-7.4%
6,416
-21.5%
0.21%
-24.5%
Q1 2020$901,000
-35.6%
8,171
-10.1%
0.28%
-27.9%
Q4 2019$1,398,000
+16.4%
9,085
+10.5%
0.38%
+11.6%
Q3 2019$1,201,000
-8.0%
8,224
-8.2%
0.34%
-18.3%
Q2 2019$1,306,000
+2.8%
8,960
-1.3%
0.42%
+1.4%
Q1 2019$1,270,000
+39.9%
9,080
+20.4%
0.42%
+25.4%
Q4 2018$908,000
-34.1%
7,544
-19.1%
0.33%
-27.3%
Q3 2018$1,377,000
+22.3%
9,322
+12.5%
0.46%
+16.7%
Q2 2018$1,126,000
+21.1%
8,288
+23.9%
0.39%
+29.6%
Q1 2018$930,000
+71.9%
6,687
+75.9%
0.30%
+60.1%
Q4 2017$541,000
+18.9%
3,801
+12.2%
0.19%
+10.6%
Q3 2017$455,000
+80.6%
3,387
+72.9%
0.17%
+78.9%
Q2 2017$252,000
+22.3%
1,959
+17.7%
0.10%
+15.9%
Q1 2017$206,0001,6640.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders