CALIBER WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
CALIBER WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,368,426
-2.8%
12,939
+3.6%
3.61%
-2.4%
Q2 2023$5,521,144
+20.1%
12,487
+4.7%
3.70%
+7.5%
Q1 2023$4,595,305
+215.3%
11,921
+161.3%
3.44%
+208.8%
Q4 2022$1,457,418
-6.0%
4,563
-9.5%
1.11%
-9.0%
Q3 2022$1,550,000
-8.9%
5,042
-3.2%
1.22%
-7.6%
Q2 2022$1,702,000
-13.0%
5,211
+10.9%
1.32%
+6.0%
Q1 2022$1,957,000
+45.1%
4,698
+50.9%
1.25%
+34.0%
Q4 2021$1,349,000
-0.5%
3,113
-2.7%
0.93%
-2.5%
Q3 2021$1,356,000
+16.3%
3,200
+9.4%
0.96%
+15.7%
Q2 2021$1,166,000
-50.1%
2,924
-55.1%
0.83%
-51.3%
Q1 2021$2,337,000
-0.7%
6,519
-2.0%
1.70%
-26.4%
Q4 2020$2,353,0006,6502.31%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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