Creative Planning - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 118 filers reported holding VANGUARD WORLD FDS in Q4 2015. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,962,238
+0.9%
34,560
+6.5%
0.01%0.0%
Q2 2023$5,907,104
+0.7%
32,462
-1.6%
0.01%0.0%
Q1 2023$5,868,381
+2.1%
33,002
-2.2%
0.01%
-11.1%
Q4 2022$5,745,749
+15.2%
33,759
+0.4%
0.01%0.0%
Q3 2022$4,989,000
-7.7%
33,613
-0.4%
0.01%0.0%
Q2 2022$5,406,000
-16.9%
33,742
+0.7%
0.01%
-10.0%
Q1 2022$6,502,000
+4.3%
33,503
+5.8%
0.01%0.0%
Q4 2021$6,236,000
+10.9%
31,676
-2.4%
0.01%0.0%
Q3 2021$5,621,000
-6.0%
32,447
-1.9%
0.01%
-9.1%
Q2 2021$5,982,000
+2.7%
33,086
-1.8%
0.01%
-8.3%
Q1 2021$5,827,000
+12.4%
33,693
+2.0%
0.01%
+9.1%
Q4 2020$5,184,000
+27.2%
33,025
+9.1%
0.01%0.0%
Q3 2020$4,076,000
+720.1%
30,281
+634.8%
0.01%
+1000.0%
Q2 2020$497,000
+5.1%
4,121
-16.2%
0.00%
-50.0%
Q1 2020$473,000
-42.5%
4,918
-19.8%
0.00%0.0%
Q4 2019$822,000
-1.3%
6,129
-7.0%
0.00%
-33.3%
Q3 2019$833,000
-3.7%
6,592
-2.3%
0.00%0.0%
Q2 2019$865,000
+9.4%
6,750
+5.0%
0.00%0.0%
Q1 2019$791,000
+14.3%
6,427
+2.9%
0.00%0.0%
Q4 2018$692,000
-15.8%
6,245
-0.4%
0.00%0.0%
Q3 2018$822,000
+5.4%
6,272
+5.8%
0.00%0.0%
Q2 2018$780,000
-9.0%
5,927
-10.9%
0.00%0.0%
Q1 2018$857,000
-5.6%
6,650
+0.1%
0.00%
-25.0%
Q4 2017$908,000
+1.9%
6,642
-4.2%
0.00%0.0%
Q3 2017$891,000
+9.2%
6,931
+3.3%
0.00%0.0%
Q2 2017$816,000
-8.8%
6,710
-10.8%
0.00%
-20.0%
Q1 2017$895,000
+50.7%
7,521
+42.3%
0.01%
+25.0%
Q4 2016$594,000
+58.4%
5,286
+50.6%
0.00%
+100.0%
Q3 2016$375,000
+1.6%
3,511
-2.6%
0.00%
-33.3%
Q2 2016$369,000
-18.4%
3,604
-21.7%
0.00%
-25.0%
Q1 2016$452,000
+34.9%
4,604
+29.6%
0.00%
+33.3%
Q4 2015$335,000
-2.9%
3,552
-10.1%
0.00%0.0%
Q3 2015$345,000
-9.9%
3,952
+12.1%
0.00%
-25.0%
Q1 2015$383,000
-42.8%
3,526
-43.4%
0.00%
-42.9%
Q4 2014$669,000
+87.9%
6,225
+92.6%
0.01%
+75.0%
Q3 2014$356,000
+15.6%
3,232
+17.3%
0.00%0.0%
Q2 2014$308,000
+9.6%
2,756
+4.2%
0.00%0.0%
Q1 2014$281,000
+6.8%
2,644
+3.8%
0.00%0.0%
Q4 2013$263,000
+14.3%
2,546
+5.2%
0.00%
-20.0%
Q3 2013$230,000
+64.3%
2,421
+49.4%
0.01%
+66.7%
Q2 2013$140,0001,6210.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2015
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders