Creative Planning - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 235 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$59,344,750
-0.6%
1,176,542
+4.6%
0.08%
-1.2%
Q2 2023$59,721,445
+10.3%
1,124,486
+8.7%
0.08%
+2.6%
Q1 2023$54,151,167
+11.1%
1,034,209
+4.4%
0.08%
+6.8%
Q4 2022$48,736,739
+33.5%
990,785
+17.9%
0.07%
+15.9%
Q3 2022$36,518,000
-29.0%
840,648
-19.8%
0.06%
-25.9%
Q2 2022$51,414,000
+5.0%
1,048,417
+22.4%
0.08%
+11.8%
Q1 2022$48,976,000
-1.6%
856,223
+6.7%
0.08%
-5.0%
Q4 2021$49,775,000
+19.4%
802,560
+18.9%
0.08%
+8.1%
Q3 2021$41,682,000
+103.4%
675,129
+111.4%
0.07%
+105.6%
Q2 2021$20,489,000
-38.2%
319,429
-40.9%
0.04%
-46.3%
Q1 2021$33,173,000
+26.7%
540,540
+22.4%
0.07%
+15.5%
Q4 2020$26,172,000
+41.5%
441,580
+23.2%
0.06%
+20.8%
Q3 2020$18,499,000
+9.7%
358,517
+2.2%
0.05%
-2.0%
Q2 2020$16,868,000
+44.0%
350,684
+23.2%
0.05%
+16.7%
Q1 2020$11,714,000
+207.8%
284,660
+299.8%
0.04%
+281.8%
Q4 2019$3,806,000
+652.2%
71,199
+593.1%
0.01%
+450.0%
Q3 2019$506,000
-1.4%
10,2730.0%0.00%0.0%
Q2 2019$513,00010,2730.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders