Callan Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 434 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,638,201
+11.5%
11,075
+7.5%
0.14%
+6.2%
Q1 2024$1,468,610
+3.6%
10,300
-0.4%
0.13%
-3.7%
Q4 2023$1,417,102
-28.1%
10,339
-33.1%
0.13%
-36.5%
Q3 2023$1,972,054
-4.8%
15,462
+6.1%
0.21%
-7.9%
Q2 2023$2,071,819
-5.7%
14,573
-2.1%
0.23%
-9.8%
Q1 2023$2,196,811
+1.5%
14,892
+5.5%
0.25%
-4.9%
Q4 2022$2,164,922
+4.1%
14,117
-3.5%
0.27%
-21.2%
Q3 2022$2,080,000
-10.8%
14,624
-4.4%
0.34%
-5.8%
Q2 2022$2,331,000
+1.3%
15,298
+7.6%
0.36%
+13.9%
Q1 2022$2,301,000
+18.7%
14,223
+14.8%
0.32%
+12.1%
Q4 2021$1,938,000
+18.3%
12,391
+5.3%
0.28%
+3.7%
Q3 2021$1,638,000
+13.9%
11,771
+13.6%
0.27%
+8.8%
Q2 2021$1,438,000
+7.7%
10,362
+9.1%
0.25%
+2.9%
Q1 2021$1,335,000
+29.9%
9,499
+26.8%
0.24%
+16.3%
Q4 2020$1,028,000
+12.5%
7,491
+5.8%
0.21%
+2.0%
Q3 2020$914,000
+32.7%
7,080
+27.2%
0.20%
+18.5%
Q2 2020$689,000
+87.2%
5,567
+84.6%
0.17%
+53.1%
Q1 2020$368,000
-38.8%
3,016
-28.3%
0.11%
-31.5%
Q4 2019$601,000
+4.7%
4,205
+5.2%
0.16%
+0.6%
Q3 2019$574,000
+1.4%
3,998
-6.2%
0.16%
-9.9%
Q2 2019$566,000
+3.7%
4,261
+1.2%
0.18%
+2.2%
Q1 2019$546,000
+21.9%
4,209
+10.7%
0.18%
+9.2%
Q4 2018$448,000
-28.4%
3,803
-28.4%
0.16%
-21.3%
Q3 2018$626,000
+13.6%
5,314
+11.9%
0.21%
+8.4%
Q2 2018$551,000
+22.4%
4,749
+18.0%
0.19%
+30.8%
Q1 2018$450,000
+38.0%
4,023
+44.0%
0.15%
+28.1%
Q4 2017$326,000
+10.5%
2,793
+10.7%
0.11%
+3.6%
Q3 2017$295,000
+39.8%
2,523
+36.6%
0.11%
+37.5%
Q2 2017$211,0001,8470.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 666,667$82,447,0004.21%
Newport Wealth Strategies, Inc. 36,935$4,568,0004.17%
STABLEFORD CAPITAL II LLC 39,286$4,858,0003.64%
Stonebridge Financial Planning Group, LLC 26,398$3,345,0002.85%
TAP Consulting, LLC 45,754$5,658,0002.78%
Briaud Financial Planning, Inc 27,995$3,462,0002.64%
Freedom Investment Management, Inc. 175,166$21,663,0002.36%
Hamilton Wealth, LLC 63,558$7,860,0002.34%
Castle Rock Wealth Management, LLC 29,800$3,953,0002.32%
Tatro Capital, LLC 12,984$1,606,0002.30%
View complete list of VANGUARD WORLD FDS shareholders