Creative Planning - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 229 filers reported holding VANGUARD WORLD FD in Q3 2021. 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$5,757,213
+157.8%
56,777
+163.8%
0.01%
+166.7%
Q2 2023$2,232,987
-34.1%
21,521
-35.8%
0.00%
-40.0%
Q1 2023$3,386,481
+25.3%
33,523
+27.6%
0.01%
+25.0%
Q4 2022$2,702,323
+130.4%
26,274
+101.5%
0.00%
+100.0%
Q3 2022$1,173,000
-53.0%
13,042
-49.7%
0.00%
-50.0%
Q2 2022$2,495,000
+216.2%
25,941
+253.0%
0.00%
+300.0%
Q1 2022$789,000
+19.9%
7,349
+19.3%
0.00%0.0%
Q4 2021$658,000
-1.3%
6,159
-9.6%
0.00%0.0%
Q3 2021$667,000
-0.7%
6,815
+1.0%
0.00%0.0%
Q2 2021$672,000
+0.4%
6,746
-4.0%
0.00%0.0%
Q1 2021$669,000
+24.1%
7,030
+13.2%
0.00%0.0%
Q4 2020$539,000
+13.2%
6,208
-0.0%
0.00%0.0%
Q3 2020$476,000
+130.0%
6,211
+129.3%
0.00%0.0%
Q4 2017$207,000
-38.6%
2,709
-44.3%
0.00%
-50.0%
Q2 2017$337,000
+17.0%
4,865
+15.6%
0.00%0.0%
Q1 2017$288,000
+512.8%
4,208
+501.1%
0.00%
Q4 2016$47,000
+6.8%
700
-0.3%
0.00%
Q3 2016$44,000
-37.1%
702
-38.3%
0.00%
-100.0%
Q2 2016$70,000
+66.7%
1,138
+62.6%
0.00%
Q1 2016$42,000
+2.4%
7000.0%0.00%
Q4 2015$41,000
+5.1%
7000.0%0.00%
Q3 2015$39,000
-35.0%
700
-30.0%
0.00%
-100.0%
Q1 2015$60,000
+42.9%
1,000
+42.9%
0.00%
Q4 2014$42,000
+2.4%
7000.0%0.00%
Q3 2014$41,0007000.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders