Creative Planning - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$83,804,334
-3.1%
1,114,123
+0.9%
0.11%
-2.6%
Q2 2023$86,493,015
+13.7%
1,103,931
+4.1%
0.12%
+4.5%
Q1 2023$76,062,136
+5.1%
1,060,691
-3.5%
0.11%
+0.9%
Q4 2022$72,397,895
+16.4%
1,099,270
+11.2%
0.11%
+0.9%
Q3 2022$62,202,000
-15.7%
988,749
-11.1%
0.11%
-11.5%
Q2 2022$73,829,000
+0.7%
1,111,878
+22.9%
0.12%
+7.0%
Q1 2022$73,328,000
+2.2%
904,388
+10.7%
0.11%
-0.9%
Q4 2021$71,772,000
+21.3%
816,616
+10.5%
0.12%
+9.5%
Q3 2021$59,166,000
+93.5%
739,022
+93.3%
0.10%
+94.4%
Q2 2021$30,572,000
-30.6%
382,245
-36.0%
0.05%
-39.3%
Q1 2021$44,038,000
+29.4%
597,124
+23.2%
0.09%
+18.7%
Q4 2020$34,022,000
+54.4%
484,846
+36.0%
0.08%
+29.3%
Q3 2020$22,033,000
+11.7%
356,458
+1.9%
0.06%
+1.8%
Q2 2020$19,725,000
+47.1%
349,796
+19.5%
0.06%
+18.8%
Q1 2020$13,405,000
+266.5%
292,750
+352.7%
0.05%
+336.4%
Q4 2019$3,658,000
+37.6%
64,668
+26.3%
0.01%
+22.2%
Q3 2019$2,658,000
-0.4%
51,210
-1.8%
0.01%0.0%
Q2 2019$2,669,000
+40.0%
52,165
+34.2%
0.01%
+28.6%
Q1 2019$1,907,000
+14.1%
38,8610.0%0.01%0.0%
Q4 2018$1,671,00038,8610.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 3,057,600$268,732,000100.00%
Refined Wealth Management 267,899$23,546,00018.26%
Platt Investment Counsel, LLC 231,549$20,351,00017.36%
IMPACTfolio, LLC 146,532$12,879,00011.28%
Crewe Advisors LLC 473,418$41,609,0008.46%
Verde Capital Management 218,649$19,217,0007.32%
RETIREMENT CAPITAL STRATEGIES 174,812$15,364,0005.64%
Financial Network Wealth Management LLC 117,489$10,326,0005.23%
EQ LLC 77,696$6,829,0004.76%
Cedar Wealth Management, LLC 128,472$11,291,0004.56%
View complete list of VANGUARD WORLD FD shareholders