Creative Planning - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,036,055
+12.3%
63,406
+0.0%
0.01%
+10.0%
Q2 2023$7,155,547
+7.9%
63,385
+9.2%
0.01%0.0%
Q1 2023$6,628,614
-2.8%
58,029
+3.2%
0.01%0.0%
Q4 2022$6,819,321
+25.2%
56,228
+4.8%
0.01%
+11.1%
Q3 2022$5,448,000
+20.1%
53,629
+17.5%
0.01%
+28.6%
Q2 2022$4,538,000
+7.2%
45,627
+15.3%
0.01%0.0%
Q1 2022$4,235,000
+67.7%
39,568
+21.6%
0.01%
+75.0%
Q4 2021$2,525,000
+6.9%
32,528
+1.8%
0.00%0.0%
Q3 2021$2,362,000
-11.7%
31,960
-9.3%
0.00%
-20.0%
Q2 2021$2,674,000
+26.0%
35,230
+12.9%
0.01%
+25.0%
Q1 2021$2,123,000
+35.7%
31,215
+3.4%
0.00%
+33.3%
Q4 2020$1,565,000
+57.9%
30,182
+22.8%
0.00%0.0%
Q3 2020$991,000
-17.1%
24,584
+3.5%
0.00%0.0%
Q2 2020$1,195,000
-14.6%
23,750
-35.1%
0.00%
-40.0%
Q1 2020$1,399,000
-82.3%
36,610
-62.4%
0.01%
-79.2%
Q4 2019$7,924,000
-27.2%
97,245
-30.3%
0.02%
-31.4%
Q3 2019$10,884,000
-19.5%
139,500
-12.3%
0.04%
-22.2%
Q2 2019$13,518,000
-71.5%
159,002
-70.0%
0.04%
-73.7%
Q1 2019$47,388,000
-17.7%
530,184
-29.0%
0.17%
-27.5%
Q4 2018$57,577,000
-47.4%
746,693
-28.2%
0.24%
-41.9%
Q3 2018$109,368,000
-19.7%
1,040,506
-19.8%
0.41%
-24.1%
Q2 2018$136,254,000
-6.7%
1,296,668
-18.0%
0.54%
-10.1%
Q1 2018$146,079,000
-22.4%
1,581,454
-16.8%
0.60%
-26.6%
Q4 2017$188,138,000
-2.6%
1,901,349
-7.9%
0.81%
-9.6%
Q3 2017$193,146,000
+8.4%
2,063,964
+2.5%
0.90%
-0.6%
Q2 2017$178,195,000
-0.7%
2,013,506
+8.5%
0.90%
-8.1%
Q1 2017$179,538,000
-3.7%
1,856,459
+4.2%
0.98%
-13.6%
Q4 2016$186,501,000
+3.4%
1,781,635
-3.5%
1.14%
-1.0%
Q3 2016$180,298,000
+0.1%
1,845,619
-2.6%
1.15%
-12.0%
Q2 2016$180,158,000
+8.3%
1,894,007
-2.3%
1.30%
+0.5%
Q1 2016$166,294,000
+12.6%
1,937,709
+9.1%
1.30%
+6.8%
Q4 2015$147,676,000
+2.8%
1,776,668
+4.9%
1.21%
-4.3%
Q3 2015$143,624,000
-13.0%
1,694,485
+9.7%
1.27%
-15.4%
Q2 2015$165,129,000
+0.8%
1,543,982
+3.0%
1.50%
-2.7%
Q1 2015$163,852,000
-2.4%
1,499,379
-0.3%
1.54%
-11.8%
Q4 2014$167,831,000
-20.7%
1,503,590
-6.8%
1.75%
-28.9%
Q3 2014$211,598,000
-9.3%
1,613,774
-0.4%
2.45%
-18.8%
Q2 2014$233,179,000
+14.6%
1,619,745
+2.2%
3.02%
-1.2%
Q1 2014$203,485,000
+8.7%
1,584,650
+7.0%
3.06%
-4.2%
Q4 2013$187,212,000
+18.6%
1,480,752
+11.9%
3.20%
+2.1%
Q3 2013$157,911,000
+12.3%
1,323,535
+5.8%
3.13%
-4.3%
Q2 2013$140,677,0001,251,1333.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders