Callan Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$16,331,047
+1.9%
39,361
+8.6%
1.75%
-1.4%
Q2 2023$16,028,439
+19.6%
36,250
+4.2%
1.77%
+14.2%
Q1 2023$13,404,245
+28.1%
34,774
+6.1%
1.55%
+20.0%
Q4 2022$10,467,862
+21.3%
32,772
+16.7%
1.29%
-8.0%
Q3 2022$8,630,000
-20.0%
28,076
-15.0%
1.40%
-15.6%
Q2 2022$10,790,000
-17.5%
33,044
+5.2%
1.66%
-7.4%
Q1 2022$13,080,000
-2.9%
31,406
+6.8%
1.80%
-8.2%
Q4 2021$13,468,000
+17.2%
29,395
+2.7%
1.96%
+2.5%
Q3 2021$11,488,000
+8.8%
28,628
+8.1%
1.91%
+4.0%
Q2 2021$10,562,000
+16.6%
26,486
+4.8%
1.84%
+11.4%
Q1 2021$9,061,000
+18.5%
25,276
+17.0%
1.65%
+6.0%
Q4 2020$7,646,000
+20.6%
21,610
+6.2%
1.56%
+9.3%
Q3 2020$6,338,000
+50.2%
20,350
+34.4%
1.42%
+34.5%
Q2 2020$4,219,000
+30.8%
15,137
-0.5%
1.06%
+6.5%
Q1 2020$3,225,000
-36.4%
15,217
-26.5%
0.99%
-28.7%
Q4 2019$5,069,000
+26.9%
20,701
+11.7%
1.39%
+21.7%
Q3 2019$3,996,000
-1.9%
18,538
-4.0%
1.14%
-12.7%
Q2 2019$4,074,000
+7.2%
19,316
+2.0%
1.31%
+5.8%
Q1 2019$3,800,000
+62.5%
18,942
+35.2%
1.24%
+45.5%
Q4 2018$2,338,000
-31.1%
14,013
-16.3%
0.85%
-23.9%
Q3 2018$3,393,000
+36.7%
16,748
+22.4%
1.12%
+30.2%
Q2 2018$2,482,000
+11.5%
13,682
+5.1%
0.86%
+19.3%
Q1 2018$2,227,000
+69.7%
13,020
+63.4%
0.72%
+57.8%
Q4 2017$1,312,000
+20.9%
7,967
+11.6%
0.46%
+12.8%
Q3 2017$1,085,000
+75.0%
7,141
+62.2%
0.40%
+73.1%
Q2 2017$620,000
+17.9%
4,403
+13.6%
0.23%
+11.4%
Q1 2017$526,000
+117.4%
3,875
+73.1%
0.21%
+118.8%
Q4 2015$242,000
+8.0%
2,2390.0%0.10%
-21.3%
Q3 2015$224,0002,2390.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders