Callan Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,227,475
+4.7%
7,115
+10.4%
0.13%
+0.8%
Q2 2023$1,172,837
-5.7%
6,445
-7.9%
0.13%
-9.7%
Q1 2023$1,244,030
+16.1%
6,996
+11.1%
0.14%
+9.1%
Q4 2022$1,071,389
+17.7%
6,295
+2.7%
0.13%
-10.8%
Q3 2022$910,000
-25.2%
6,128
-19.3%
0.15%
-21.3%
Q2 2022$1,216,000
-11.6%
7,591
+7.1%
0.19%
-0.5%
Q1 2022$1,375,000
+8.0%
7,087
+9.6%
0.19%
+2.2%
Q4 2021$1,273,000
+18.5%
6,467
+4.4%
0.18%
+3.4%
Q3 2021$1,074,000
+5.7%
6,197
+10.3%
0.18%
+1.1%
Q2 2021$1,016,000
+6.3%
5,619
+1.6%
0.18%
+1.7%
Q1 2021$956,000
+18.2%
5,528
+7.2%
0.17%
+5.5%
Q4 2020$809,000
+6.2%
5,155
-8.9%
0.16%
-3.5%
Q3 2020$762,000
+36.1%
5,660
+22.0%
0.17%
+22.1%
Q2 2020$560,000
+102.2%
4,641
+61.3%
0.14%
+64.7%
Q1 2020$277,000
-44.8%
2,878
-23.2%
0.08%
-38.4%
Q4 2019$502,000
+9.8%
3,746
+3.5%
0.14%
+5.3%
Q3 2019$457,000
-7.7%
3,618
-6.2%
0.13%
-17.6%
Q2 2019$495,000
+6.2%
3,859
+1.9%
0.16%
+4.6%
Q1 2019$466,000
+26.3%
3,786
+13.6%
0.15%
+13.4%
Q4 2018$369,000
-16.5%
3,333
-1.1%
0.13%
-8.2%
Q3 2018$442,000
+18.8%
3,371
+19.3%
0.15%
+13.2%
Q2 2018$372,000
+26.5%
2,826
+24.0%
0.13%
+35.8%
Q1 2018$294,0002,2790.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders