CALTON & ASSOCIATES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$4,213,079
-2.3%
21,667
-2.7%
1.96%
-1.8%
Q1 2023$4,310,236
-1.1%
22,273
-2.1%
2.00%
+18.6%
Q4 2022$4,357,341
+25.5%
22,745
+12.6%
1.69%
-15.2%
Q3 2022$3,471,000
-8.9%
20,205
-1.8%
1.99%
-6.2%
Q2 2022$3,812,000
-9.5%
20,568
-4.4%
2.12%
+69.2%
Q1 2022$4,213,000
-2.6%
21,509
-0.6%
1.25%
+8.5%
Q4 2021$4,324,000
+19.3%
21,633
+7.0%
1.15%
+45.5%
Q3 2021$3,624,000
+6.5%
20,224
+8.4%
0.79%
+22.6%
Q2 2021$3,404,000
+8.2%
18,656
+5.7%
0.65%
+5.5%
Q1 2021$3,147,000
+6.6%
17,657
+4.1%
0.61%
+16.3%
Q4 2020$2,951,000
+12.3%
16,964
+5.5%
0.53%
-2.4%
Q3 2020$2,627,000
+12.4%
16,082
+2.9%
0.54%
+6.1%
Q2 2020$2,337,000
-8.5%
15,627
-15.6%
0.51%
-19.5%
Q1 2020$2,553,000
-10.3%
18,521
+4.9%
0.63%
+10.5%
Q4 2019$2,846,000
+84.8%
17,652
+79.4%
0.57%
+67.3%
Q3 2019$1,540,000
+46.0%
9,839
+38.8%
0.34%
+14.8%
Q2 2019$1,055,000
+9.9%
7,089
+7.2%
0.30%
+2.1%
Q1 2019$960,000
+22.1%
6,610
+10.3%
0.29%
+1.0%
Q4 2018$786,000
+25.8%
5,992
+34.5%
0.29%
+57.1%
Q3 2018$625,000
+39.8%
4,456
+39.1%
0.18%
+41.5%
Q2 2018$447,000
+14800.0%
3,203
+15915.0%
0.13%
+12900.0%
Q4 2017$3,000200.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders