CALTON & ASSOCIATES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$1,779,922
-41.5%
12,520
-39.3%
0.83%
-41.2%
Q1 2023$3,043,609
-5.7%
20,632
-2.0%
1.41%
+13.1%
Q4 2022$3,227,336
-36.8%
21,044
-41.4%
1.25%
-57.3%
Q3 2022$5,104,000
+96.2%
35,884
+110.2%
2.92%
+102.1%
Q2 2022$2,601,000
-55.7%
17,075
-52.9%
1.45%
-17.1%
Q1 2022$5,872,000
+158.2%
36,289
+149.6%
1.74%
+187.3%
Q4 2021$2,274,000
+23.1%
14,540
+9.4%
0.61%
+49.9%
Q3 2021$1,848,000
+11.6%
13,286
+11.5%
0.40%
+28.6%
Q2 2021$1,656,000
+1.5%
11,921
+2.7%
0.32%
-0.6%
Q1 2021$1,631,000
+8.4%
11,608
+5.9%
0.32%
+18.3%
Q4 2020$1,504,000
+5.7%
10,964
-0.5%
0.27%
-8.2%
Q3 2020$1,423,000
+20.7%
11,024
+15.6%
0.29%
+13.6%
Q2 2020$1,179,000
-4.5%
9,537
-5.8%
0.26%
-16.0%
Q1 2020$1,235,000
-14.3%
10,127
+0.4%
0.31%
+5.5%
Q4 2019$1,441,000
+289.5%
10,084
+292.1%
0.29%
+253.7%
Q3 2019$370,000
+101.1%
2,572
+56.2%
0.08%
+78.3%
Q4 2017$184,0001,6470.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders