CALTON & ASSOCIATES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$1,149,544
-2.2%
10,183
-1.1%
0.54%
-1.7%
Q1 2023$1,175,643
-7.1%
10,292
-1.4%
0.54%
+11.2%
Q4 2022$1,265,881
+69.5%
10,438
+41.9%
0.49%
+14.5%
Q3 2022$747,000
-7.5%
7,357
-9.4%
0.43%
-4.7%
Q2 2022$808,000
-4.7%
8,124
+2.5%
0.45%
+78.2%
Q1 2022$848,000
+22.9%
7,927
-10.9%
0.25%
+37.0%
Q4 2021$690,000
+12.2%
8,897
+6.9%
0.18%
+36.3%
Q3 2021$615,000
-6.5%
8,324
-4.0%
0.14%
+8.0%
Q2 2021$658,000
+1.2%
8,669
-9.3%
0.12%
-1.6%
Q1 2021$650,000
+31.0%
9,558
-0.0%
0.13%
+42.7%
Q4 2020$496,000
+26.2%
9,562
-1.8%
0.09%
+9.9%
Q3 2020$393,000
-18.1%
9,739
+2.1%
0.08%
-22.9%
Q2 2020$480,000
-45.3%
9,542
-58.4%
0.10%
-51.6%
Q1 2020$877,000
-55.8%
22,949
-5.7%
0.22%
-45.6%
Q4 2019$1,984,000
-3.5%
24,344
-7.6%
0.40%
-12.5%
Q3 2019$2,055,000
-12.7%
26,342
-4.8%
0.46%
-31.3%
Q2 2019$2,353,000
-9.9%
27,675
-5.3%
0.66%
-16.6%
Q1 2019$2,612,000
+7.7%
29,229
-7.1%
0.80%
-10.8%
Q4 2018$2,426,000
-21.8%
31,457
+6.5%
0.89%
-2.3%
Q3 2018$3,104,000
+5.6%
29,533
+4.8%
0.91%
+6.8%
Q2 2018$2,939,000
+37.2%
28,177
+21.5%
0.86%
+37.9%
Q1 2018$2,142,000
+5.2%
23,189
+21.4%
0.62%
+20.9%
Q4 2017$2,037,00019,1050.51%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders