CALTON & ASSOCIATES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$4,241,596
+0.5%
17,325
-2.2%
1.98%
+1.0%
Q1 2023$4,222,563
-3.1%
17,708
+0.8%
1.96%
+16.2%
Q4 2022$4,356,142
+42.1%
17,562
+28.2%
1.69%
-3.9%
Q3 2022$3,065,000
-7.7%
13,701
-2.9%
1.76%
-4.9%
Q2 2022$3,321,000
-2.5%
14,105
+5.4%
1.85%
+82.4%
Q1 2022$3,405,000
-4.9%
13,387
-0.4%
1.01%
+6.0%
Q4 2021$3,580,000
+14.3%
13,439
+6.1%
0.96%
+39.2%
Q3 2021$3,132,000
+0.9%
12,672
+1.0%
0.69%
+16.5%
Q2 2021$3,103,000
+20.2%
12,552
+11.2%
0.59%
+17.1%
Q1 2021$2,582,000
+7.4%
11,288
+5.0%
0.50%
+17.2%
Q4 2020$2,404,000
+18.5%
10,746
+8.0%
0.43%
+2.9%
Q3 2020$2,029,000
+6.3%
9,947
+0.4%
0.42%
+0.2%
Q2 2020$1,909,000
-20.2%
9,910
-31.2%
0.42%
-29.7%
Q1 2020$2,392,000
-9.7%
14,404
+4.2%
0.59%
+11.3%
Q4 2019$2,650,000
+35.3%
13,819
+18.4%
0.53%
+22.3%
Q3 2019$1,958,000
+5.8%
11,675
+9.7%
0.44%
-16.7%
Q2 2019$1,850,000
-7.4%
10,638
-8.2%
0.52%
-14.3%
Q1 2019$1,998,000
+6.6%
11,583
-0.8%
0.61%
-11.7%
Q4 2018$1,875,000
+5.4%
11,672
+18.4%
0.69%
+31.7%
Q3 2018$1,779,000
+16.4%
9,862
+10.4%
0.52%
+17.8%
Q2 2018$1,529,000
+59.4%
8,937
+43.2%
0.44%
+60.1%
Q1 2018$959,000
+100.2%
6,243
+115.9%
0.28%
+129.8%
Q4 2017$479,0002,8920.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders