CALTON & ASSOCIATES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$1,100,639
+4.7%
5,355
-2.9%
0.51%
+5.3%
Q1 2023$1,050,736
+3.0%
5,515
-1.3%
0.49%
+23.3%
Q4 2022$1,019,990
+21.6%
5,585
+4.9%
0.40%
-17.7%
Q3 2022$839,000
+5.4%
5,326
+9.2%
0.48%
+8.6%
Q2 2022$796,000
-9.4%
4,876
+7.8%
0.44%
+69.3%
Q1 2022$879,000
-4.1%
4,524
+0.1%
0.26%
+6.5%
Q4 2021$917,000
+18.3%
4,520
+9.5%
0.24%
+44.1%
Q3 2021$775,000
-2.1%
4,127
+2.4%
0.17%
+13.3%
Q2 2021$792,000
+16.8%
4,032
+12.5%
0.15%
+13.6%
Q1 2021$678,000
+18.3%
3,583
+6.3%
0.13%
+29.4%
Q4 2020$573,000
+29.3%
3,372
+10.2%
0.10%
+12.1%
Q3 2020$443,000
+11.6%
3,061
+0.1%
0.09%
+5.8%
Q2 2020$397,000
+12.8%
3,059
-4.0%
0.09%
-1.1%
Q1 2020$352,000
+2.3%
3,186
+42.4%
0.09%
+26.1%
Q4 2019$344,000
+6780.0%
2,238
+5789.5%
0.07%
+6800.0%
Q4 2017$5,000380.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders