Creative Planning - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$10,072,734
-3.4%
66,325
-0.5%
0.01%
-7.1%
Q2 2023$10,430,685
+10.4%
66,667
+1.0%
0.01%0.0%
Q1 2023$9,446,075
+9.1%
65,992
+0.9%
0.01%
+7.7%
Q4 2022$8,660,164
+5.0%
65,409
-1.0%
0.01%
-7.1%
Q3 2022$8,247,000
-8.2%
66,068
-3.1%
0.01%
-6.7%
Q2 2022$8,986,000
+5.8%
68,170
+27.6%
0.02%
+15.4%
Q1 2022$8,494,000
+61.3%
53,411
+70.5%
0.01%
+62.5%
Q4 2021$5,265,000
+10.4%
31,325
+0.1%
0.01%0.0%
Q3 2021$4,770,000
+0.2%
31,299
+0.2%
0.01%0.0%
Q2 2021$4,760,000
-69.9%
31,248
-72.2%
0.01%
-75.0%
Q1 2021$15,790,000
+5.3%
112,598
+0.2%
0.03%
-3.0%
Q4 2020$14,989,000
+11.9%
112,321
+0.5%
0.03%
-5.7%
Q3 2020$13,394,000
+10.0%
111,709
+0.4%
0.04%0.0%
Q2 2020$12,173,000
+21.5%
111,219
+0.9%
0.04%
-2.8%
Q1 2020$10,020,000
+120.1%
110,179
+170.3%
0.04%
+157.1%
Q4 2019$4,553,000
-5.1%
40,756
-12.4%
0.01%
-12.5%
Q3 2019$4,799,000
+3.6%
46,547
+1.8%
0.02%0.0%
Q2 2019$4,631,000
+2.6%
45,735
-1.0%
0.02%0.0%
Q1 2019$4,512,000
+12.8%
46,187
+0.3%
0.02%0.0%
Q4 2018$4,000,000
-13.3%
46,036
+0.3%
0.02%
-5.9%
Q3 2018$4,611,000
+8.1%
45,881
+0.4%
0.02%0.0%
Q2 2018$4,267,000
+3.1%
45,692
+0.0%
0.02%0.0%
Q1 2018$4,138,000
+0.5%
45,680
+1.9%
0.02%
-5.6%
Q4 2017$4,116,000
+6.7%
44,840
+0.3%
0.02%0.0%
Q3 2017$3,858,000
-10.8%
44,719
-14.3%
0.02%
-18.2%
Q2 2017$4,325,000
+12.2%
52,172
+9.1%
0.02%
+4.8%
Q1 2017$3,856,000
+5.4%
47,812
-0.2%
0.02%
-4.5%
Q4 2016$3,659,000
+2.3%
47,924
-1.2%
0.02%
-4.3%
Q3 2016$3,576,000
+2.9%
48,484
-0.3%
0.02%
-8.0%
Q2 2016$3,476,000
+1.4%
48,614
-0.6%
0.02%
-7.4%
Q1 2016$3,427,000
+0.1%
48,883
-0.4%
0.03%
-3.6%
Q4 2015$3,423,000
+74.5%
49,064
+63.3%
0.03%
+64.7%
Q3 2015$1,962,000
-9.4%
30,051
-2.4%
0.02%
-15.0%
Q2 2015$2,165,000
-0.3%
30,793
-0.2%
0.02%0.0%
Q1 2015$2,171,000
+21.3%
30,859
+21.1%
0.02%
+5.3%
Q4 2014$1,790,000
-0.7%
25,479
-4.6%
0.02%
-9.5%
Q3 2014$1,803,000
+0.2%
26,697
-0.7%
0.02%
-8.7%
Q2 2014$1,799,000
+4.2%
26,872
-0.6%
0.02%
-11.5%
Q1 2014$1,726,000
-6.1%
27,024
-7.2%
0.03%
-16.1%
Q4 2013$1,839,000
+12.5%
29,124
+2.4%
0.03%
-3.1%
Q3 2013$1,634,000
+6.0%
28,449
+0.8%
0.03%
-11.1%
Q2 2013$1,542,00028,2240.04%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders