Creative Planning - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 265 filers reported holding VANGUARD WORLD FD in Q4 2019. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$32,858,705
+3.0%
144,816
+6.9%
0.04%
+4.8%
Q2 2023$31,890,352
+12.2%
135,519
-2.5%
0.04%
+2.4%
Q1 2023$28,420,106
+19.6%
138,967
+0.7%
0.04%
+13.9%
Q4 2022$23,757,361
+60.2%
138,068
+62.3%
0.04%
+38.5%
Q3 2022$14,828,000
-6.5%
85,075
-2.5%
0.03%0.0%
Q2 2022$15,859,000
-25.6%
87,284
-3.7%
0.03%
-21.2%
Q1 2022$21,326,000
-5.0%
90,596
+5.3%
0.03%
-8.3%
Q4 2021$22,445,000
+8.0%
86,074
-2.7%
0.04%
-2.7%
Q3 2021$20,774,000
+7.2%
88,475
+5.7%
0.04%
+8.8%
Q2 2021$19,370,000
+4.1%
83,717
-6.8%
0.03%
-8.1%
Q1 2021$18,599,000
-1.8%
89,821
-3.4%
0.04%
-11.9%
Q4 2020$18,947,000
+8.2%
92,990
-1.6%
0.04%
-8.7%
Q3 2020$17,515,000
+19.1%
94,472
+5.0%
0.05%
+7.0%
Q2 2020$14,708,000
+19.7%
89,954
-7.0%
0.04%
-2.3%
Q1 2020$12,287,000
-14.9%
96,684
-2.4%
0.04%
+2.3%
Q4 2019$14,435,000
+5.6%
99,098
-3.8%
0.04%
-4.4%
Q3 2019$13,669,000
-1.1%
103,038
-3.4%
0.04%
-2.2%
Q2 2019$13,816,000
+3.5%
106,705
-0.6%
0.05%
-4.2%
Q1 2019$13,347,000
+8.0%
107,331
-7.1%
0.05%
-5.9%
Q4 2018$12,360,000
-15.1%
115,503
+1.6%
0.05%
-5.6%
Q3 2018$14,564,000
+7.1%
113,631
-0.5%
0.05%
+1.9%
Q2 2018$13,593,000
+5.7%
114,252
-0.3%
0.05%
+1.9%
Q1 2018$12,862,000
-3.3%
114,594
-4.0%
0.05%
-8.8%
Q4 2017$13,295,000
+0.5%
119,417
-5.5%
0.06%
-6.6%
Q3 2017$13,230,000
-7.6%
126,332
-11.7%
0.06%
-15.3%
Q2 2017$14,321,000
-1.5%
143,129
-5.8%
0.07%
-8.9%
Q1 2017$14,536,000
+2.9%
151,879
-6.4%
0.08%
-8.1%
Q4 2016$14,131,000
+1.8%
162,216
+2.3%
0.09%
-2.3%
Q3 2016$13,875,000
+972.3%
158,607
+923.1%
0.09%
+877.8%
Q2 2016$1,294,000
+16.6%
15,502
+16.1%
0.01%0.0%
Q1 2016$1,110,000
-41.3%
13,357
-41.3%
0.01%
-43.8%
Q4 2015$1,891,000
+16.3%
22,766
+8.9%
0.02%
+14.3%
Q3 2015$1,626,000
+44.7%
20,907
+54.3%
0.01%
+40.0%
Q2 2015$1,124,000
+11.5%
13,549
+12.0%
0.01%
+11.1%
Q1 2015$1,008,000
+58.0%
12,099
+54.2%
0.01%
+28.6%
Q4 2014$638,000
+16.0%
7,846
+11.0%
0.01%
+16.7%
Q3 2014$550,000
+13.9%
7,071
+12.3%
0.01%0.0%
Q2 2014$483,000
-16.9%
6,295
-21.5%
0.01%
-33.3%
Q1 2014$581,000
+30.6%
8,022
+30.6%
0.01%
+12.5%
Q4 2013$445,000
+29.7%
6,143
+17.4%
0.01%
+14.3%
Q3 2013$343,000
+1.2%
5,233
-6.8%
0.01%
-12.5%
Q2 2013$339,0005,6130.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2019
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders