Creative Planning - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 228 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,633,158
+3.2%
9,776
+8.5%
0.00%
+33.3%
Q2 2023$2,551,876
+18.9%
9,011
+6.0%
0.00%0.0%
Q1 2023$2,146,388
+3.4%
8,499
-10.4%
0.00%0.0%
Q4 2022$2,076,619
+4.1%
9,481
+11.8%
0.00%0.0%
Q3 2022$1,994,000
-4.4%
8,484
-7.5%
0.00%0.0%
Q2 2022$2,085,000
-29.5%
9,167
-5.4%
0.00%
-40.0%
Q1 2022$2,958,000
-9.4%
9,691
+1.1%
0.01%0.0%
Q4 2021$3,264,000
+2.6%
9,582
-6.6%
0.01%
-16.7%
Q3 2021$3,180,000
-9.5%
10,259
-8.3%
0.01%0.0%
Q2 2021$3,513,000
+16.9%
11,187
+10.0%
0.01%0.0%
Q1 2021$3,004,000
+32.5%
10,171
+23.4%
0.01%
+20.0%
Q4 2020$2,268,000
+57.0%
8,242
+33.8%
0.01%
+25.0%
Q3 2020$1,445,000
+26.3%
6,158
+7.6%
0.00%
+33.3%
Q2 2020$1,144,000
+43.9%
5,722
+4.6%
0.00%0.0%
Q1 2020$795,000
-37.4%
5,471
-18.4%
0.00%
-25.0%
Q4 2019$1,270,000
+1.4%
6,702
-3.6%
0.00%0.0%
Q3 2019$1,252,000
-4.8%
6,951
-5.2%
0.00%0.0%
Q2 2019$1,315,000
+5.9%
7,330
+1.7%
0.00%0.0%
Q1 2019$1,242,000
+11.8%
7,206
-2.3%
0.00%
-20.0%
Q4 2018$1,111,000
-14.3%
7,379
+2.7%
0.01%0.0%
Q3 2018$1,296,000
+6.5%
7,184
+0.1%
0.01%0.0%
Q2 2018$1,217,000
+16.2%
7,174
+8.6%
0.01%
+25.0%
Q1 2018$1,047,000
-34.3%
6,603
-35.4%
0.00%
-42.9%
Q4 2017$1,594,000
+84.9%
10,219
+70.0%
0.01%
+75.0%
Q3 2017$862,000
+12.4%
6,011
+11.3%
0.00%0.0%
Q2 2017$767,000
+2.5%
5,402
+0.0%
0.00%0.0%
Q1 2017$748,000
+4.5%
5,400
-2.9%
0.00%0.0%
Q4 2016$716,000
+7.7%
5,564
+5.3%
0.00%0.0%
Q3 2016$665,000
+3.3%
5,286
+0.1%
0.00%
-20.0%
Q2 2016$644,000
+4.7%
5,282
+6.6%
0.01%0.0%
Q1 2016$615,000
-38.7%
4,956
-39.5%
0.01%
-37.5%
Q4 2015$1,004,000
+6.1%
8,194
+2.1%
0.01%0.0%
Q3 2015$946,000
+16.2%
8,028
+20.8%
0.01%0.0%
Q1 2015$814,000
+28.6%
6,644
+22.8%
0.01%
+14.3%
Q4 2014$633,000
+5.7%
5,412
-2.0%
0.01%0.0%
Q3 2014$599,000
+102.4%
5,520
+103.3%
0.01%
+75.0%
Q2 2014$296,000
+8.0%
2,715
+5.0%
0.00%0.0%
Q1 2014$274,000
+49.7%
2,586
+52.6%
0.00%
+33.3%
Q4 2013$183,000
+9.6%
1,695
+0.4%
0.00%0.0%
Q3 2013$167,000
+178.3%
1,689
+157.5%
0.00%
+200.0%
Q2 2013$60,0006560.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning DBA Harper Investing 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders