CALTON & ASSOCIATES, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 205 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$1,124,988
-40.5%
10,842
-42.1%
0.52%
-40.2%
Q1 2023$1,892,219
-15.8%
18,731
-14.3%
0.88%
+0.9%
Q4 2022$2,247,390
+54.8%
21,851
+35.2%
0.87%
+4.6%
Q3 2022$1,452,000
+189.2%
16,160
+209.2%
0.83%
+198.2%
Q2 2022$502,000
+51.2%
5,226
+53.9%
0.28%
+282.2%
Q3 2021$332,000
-1.8%
3,3960.0%0.07%
+14.1%
Q2 2021$338,000
+4.6%
3,3960.0%0.06%
+1.6%
Q1 2021$323,000
+9.5%
3,3960.0%0.06%
+18.9%
Q4 2020$295,000
+11.3%
3,396
-1.8%
0.05%
-1.9%
Q3 2020$265,000
+4.7%
3,4580.0%0.05%
-1.8%
Q2 2020$253,000
+11.0%
3,458
+0.0%
0.06%
-1.8%
Q1 2020$228,0003,4570.06%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders