Callan Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,797,844
+4.5%
64,624
+5.6%
0.73%
+1.3%
Q2 2023$6,504,679
+8.4%
61,186
-1.4%
0.72%
+3.5%
Q1 2023$5,999,188
+20.4%
62,058
+2.5%
0.70%
+13.0%
Q4 2022$4,981,573
-8.4%
60,566
-8.2%
0.62%
-30.5%
Q3 2022$5,436,000
-17.7%
65,993
-6.0%
0.88%
-13.1%
Q2 2022$6,603,000
-18.2%
70,219
+4.4%
1.02%
-8.3%
Q1 2022$8,077,000
-13.9%
67,276
-2.8%
1.11%
-18.6%
Q4 2021$9,380,000
-2.6%
69,197
+1.2%
1.36%
-14.9%
Q3 2021$9,630,000
+1.9%
68,409
+4.1%
1.60%
-2.5%
Q2 2021$9,448,000
+11.2%
65,696
+0.5%
1.64%
+6.2%
Q1 2021$8,498,000
+16.0%
65,364
+7.2%
1.55%
+3.7%
Q4 2020$7,329,000
+13.5%
60,973
-3.8%
1.49%
+2.9%
Q3 2020$6,457,000
+20.5%
63,388
+10.0%
1.45%
+7.8%
Q2 2020$5,359,000
+628.1%
57,601
+496.5%
1.34%
+492.1%
Q1 2020$736,000
-26.3%
9,656
-9.2%
0.23%
-17.5%
Q4 2019$999,000
-4.1%
10,637
-11.5%
0.28%
-7.7%
Q3 2019$1,042,000
-7.8%
12,023
-7.8%
0.30%
-18.1%
Q2 2019$1,130,000
+1.6%
13,037
-2.0%
0.36%
+0.3%
Q1 2019$1,112,000
+26.7%
13,309
+12.3%
0.36%
+13.4%
Q4 2018$878,00011,8560.32%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders