Creative Planning - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,347,598
+114.3%
17,169
+125.9%
0.00%
+100.0%
Q2 2023$1,562,150
-26.3%
7,601
-31.7%
0.00%
-33.3%
Q1 2023$2,120,051
+56.6%
11,128
+50.2%
0.00%
+50.0%
Q4 2022$1,353,583
+12.3%
7,411
-3.1%
0.00%0.0%
Q3 2022$1,205,000
+39.0%
7,650
+44.1%
0.00%
+100.0%
Q2 2022$867,000
-13.6%
5,310
+2.9%
0.00%
-50.0%
Q1 2022$1,004,000
+2.0%
5,160
+6.4%
0.00%0.0%
Q4 2021$984,000
+7.0%
4,849
-1.0%
0.00%0.0%
Q3 2021$920,000
+1.5%
4,899
+6.3%
0.00%0.0%
Q2 2021$906,000
+5.8%
4,610
+1.9%
0.00%0.0%
Q1 2021$856,000
+18.7%
4,522
+6.6%
0.00%0.0%
Q4 2020$721,000
+16.3%
4,244
-0.9%
0.00%0.0%
Q3 2020$620,000
+15.0%
4,284
+3.3%
0.00%0.0%
Q2 2020$539,000
-35.3%
4,148
-45.1%
0.00%
-33.3%
Q1 2020$833,000
-52.9%
7,553
-34.2%
0.00%
-40.0%
Q4 2019$1,767,000
+4.1%
11,484
-1.2%
0.01%
-16.7%
Q3 2019$1,697,000
-4.4%
11,618
-4.6%
0.01%0.0%
Q2 2019$1,775,000
+18.3%
12,177
+13.6%
0.01%
+20.0%
Q1 2019$1,500,000
+17.7%
10,723
+1.4%
0.01%0.0%
Q4 2018$1,274,000
-19.4%
10,576
-1.2%
0.01%
-16.7%
Q3 2018$1,581,000
+11.3%
10,705
+2.4%
0.01%0.0%
Q2 2018$1,420,000
-4.6%
10,456
-2.3%
0.01%0.0%
Q1 2018$1,489,000
-6.6%
10,703
-4.4%
0.01%
-14.3%
Q4 2017$1,594,000
+17.3%
11,195
+10.6%
0.01%
+16.7%
Q3 2017$1,359,000
+10.2%
10,122
+5.4%
0.01%0.0%
Q2 2017$1,233,000
+11.2%
9,602
+7.1%
0.01%0.0%
Q1 2017$1,109,000
+10.9%
8,966
+6.9%
0.01%0.0%
Q4 2016$1,000,000
+308.2%
8,385
+279.4%
0.01%
+200.0%
Q3 2016$245,000
+12.9%
2,210
+8.3%
0.00%0.0%
Q2 2016$217,000
+43.7%
2,041
+41.9%
0.00%
+100.0%
Q1 2016$151,000
-26.7%
1,438
-29.5%
0.00%
-50.0%
Q4 2015$206,000
+41.1%
2,040
+32.4%
0.00%
+100.0%
Q3 2015$146,000
-23.2%
1,541
-13.0%
0.00%
-50.0%
Q1 2015$190,000
-18.5%
1,772
-18.9%
0.00%0.0%
Q4 2014$233,000
-35.5%
2,185
-38.6%
0.00%
-50.0%
Q3 2014$361,000
+66.4%
3,560
+71.4%
0.00%
+33.3%
Q2 2014$217,000
-27.9%
2,077
-30.5%
0.00%
-40.0%
Q1 2014$301,000
+61.0%
2,988
+59.4%
0.01%
+66.7%
Q4 2013$187,000
+466.7%
1,874
+401.1%
0.00%
+200.0%
Q3 2013$33,0003740.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders