Creative Planning - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 472 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,641,528
-7.0%
14,461
-1.0%
0.00%0.0%
Q2 2023$2,839,359
-6.4%
14,602
-6.9%
0.00%0.0%
Q1 2023$3,033,958
-0.3%
15,678
-1.3%
0.00%
-20.0%
Q4 2022$3,042,781
+5.3%
15,883
-5.6%
0.01%0.0%
Q3 2022$2,890,000
-5.2%
16,823
+2.2%
0.01%0.0%
Q2 2022$3,050,000
-16.3%
16,454
-11.6%
0.01%
-16.7%
Q1 2022$3,646,000
+14.5%
18,612
+16.9%
0.01%
+20.0%
Q4 2021$3,183,000
+2.6%
15,927
-7.9%
0.01%
-16.7%
Q3 2021$3,101,000
-1.5%
17,302
+0.3%
0.01%0.0%
Q2 2021$3,149,000
+0.6%
17,254
-1.8%
0.01%0.0%
Q1 2021$3,131,000
+20.2%
17,567
+17.3%
0.01%0.0%
Q4 2020$2,604,000
+14.4%
14,974
+7.5%
0.01%0.0%
Q3 2020$2,276,000
+16.6%
13,934
+6.8%
0.01%0.0%
Q2 2020$1,952,000
+11.1%
13,049
+2.3%
0.01%0.0%
Q1 2020$1,757,000
+31.4%
12,750
+53.7%
0.01%
+50.0%
Q4 2019$1,337,000
-0.2%
8,295
-3.1%
0.00%0.0%
Q3 2019$1,340,000
-4.0%
8,559
-8.8%
0.00%
-20.0%
Q2 2019$1,396,000
+18.2%
9,383
+15.3%
0.01%
+25.0%
Q1 2019$1,181,000
+20.3%
8,136
+8.7%
0.00%0.0%
Q4 2018$982,000
-9.1%
7,484
-2.9%
0.00%0.0%
Q3 2018$1,080,000
+7.9%
7,710
+3.4%
0.00%0.0%
Q2 2018$1,001,000
-0.1%
7,456
+1.3%
0.00%0.0%
Q1 2018$1,002,000
-9.8%
7,363
-3.2%
0.00%
-20.0%
Q4 2017$1,111,000
+4.0%
7,610
-1.2%
0.01%0.0%
Q3 2017$1,068,000
-4.6%
7,706
-2.9%
0.01%
-16.7%
Q2 2017$1,120,000
-0.4%
7,939
-0.7%
0.01%0.0%
Q1 2017$1,124,000
-7.6%
7,992
-12.0%
0.01%
-14.3%
Q4 2016$1,217,000
+28.4%
9,080
+31.2%
0.01%
+16.7%
Q3 2016$948,000
+45.4%
6,923
+49.9%
0.01%
+20.0%
Q2 2016$652,000
-1.7%
4,618
-5.8%
0.01%0.0%
Q1 2016$663,000
+7.8%
4,903
+2.9%
0.01%0.0%
Q4 2015$615,000
+2.2%
4,763
-4.0%
0.01%0.0%
Q3 2015$602,000
+15.8%
4,961
+21.2%
0.01%0.0%
Q1 2015$520,000
+32.0%
4,094
+30.1%
0.01%
+25.0%
Q4 2014$394,000
-18.8%
3,148
-23.7%
0.00%
-33.3%
Q3 2014$485,000
+57.5%
4,126
+55.1%
0.01%
+50.0%
Q2 2014$308,000
+7.7%
2,661
+3.0%
0.00%0.0%
Q1 2014$286,000
+5.1%
2,584
+4.7%
0.00%
-20.0%
Q4 2013$272,000
-7.5%
2,467
-13.1%
0.01%
-16.7%
Q3 2013$294,000
+20.0%
2,840
+18.2%
0.01%0.0%
Q2 2013$245,0002,4020.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders