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 ↓
Beacon Capital Management, Inc. 1,197,741$167,564,0007.62%
D'Orazio & Associates, Inc. 149,527$20,919,0006.20%
BRANDYWINE OAK PRIVATE WEALTH LLC 125,058$17,495,0003.65%
STARR INTERNATIONAL CO INC 35,000$4,897,0001.95%
FIRST FINANCIAL CORP /IN/ 16,817$2,353,0001.76%
Madden Advisory Services, Inc. 19,197$2,685,0001.44%
Ameritas Investment Company, LLC 48,990$6,854,0001.27%
Private Wealth Advisors, LLC 10,950$1,532,0001.04%
NewFocus Financial Group, LLC 11,489$1,607,0000.80%
Ledyard National Bank 43,027$6,019,0000.80%
View complete list of VANGUARD WORLD FDS shareholders