CALTON & ASSOCIATES, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$3,810,940
+8.2%
24,357
-1.0%
1.78%
+8.8%
Q1 2023$3,521,066
+9.3%
24,599
+1.1%
1.63%
+31.0%
Q4 2022$3,221,480
+28.9%
24,331
+21.5%
1.25%
-12.9%
Q3 2022$2,500,000
+1.0%
20,030
+6.6%
1.43%
+4.1%
Q2 2022$2,476,000
-14.3%
18,790
+3.4%
1.38%
+60.2%
Q1 2022$2,890,000
-5.2%
18,177
+0.3%
0.86%
+5.7%
Q4 2021$3,047,000
+14.9%
18,130
+4.2%
0.81%
+40.2%
Q3 2021$2,652,000
+2.5%
17,406
+2.5%
0.58%
+18.1%
Q2 2021$2,587,000
+19.9%
16,979
+10.4%
0.49%
+16.9%
Q1 2021$2,157,000
+6.3%
15,384
+1.1%
0.42%
+16.0%
Q4 2020$2,030,000
+21.3%
15,211
+8.9%
0.36%
+5.2%
Q3 2020$1,674,000
+8.7%
13,963
-0.8%
0.34%
+2.4%
Q2 2020$1,540,000
+11.0%
14,071
-7.8%
0.34%
-2.3%
Q1 2020$1,388,000
+9.6%
15,267
+34.6%
0.34%
+34.9%
Q4 2019$1,267,000
+42.5%
11,345
+31.6%
0.26%
+29.4%
Q3 2019$889,000
+12.5%
8,619
+10.4%
0.20%
-11.7%
Q2 2019$790,000
+5.6%
7,804
+1.9%
0.22%
-2.2%
Q1 2019$748,000
+22.4%
7,655
+8.9%
0.23%
+1.3%
Q4 2018$611,000
-15.8%
7,028
-2.7%
0.22%
+5.1%
Q3 2018$726,000
-8.6%
7,223
-10.3%
0.21%
-7.4%
Q2 2018$794,000
+10.6%
8,050
+1.6%
0.23%
+11.1%
Q1 2018$718,000
-1.0%
7,927
+6.7%
0.21%
+14.3%
Q4 2017$725,0007,4280.18%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders