Creative Planning - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 219 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,806,585
-0.5%
14,165
+10.9%
0.00%0.0%
Q2 2023$1,816,351
-13.5%
12,776
-10.2%
0.00%
-33.3%
Q1 2023$2,099,280
-19.7%
14,230
-16.5%
0.00%
-25.0%
Q4 2022$2,614,152
+13.0%
17,046
+4.8%
0.00%0.0%
Q3 2022$2,314,000
-7.8%
16,269
-1.3%
0.00%0.0%
Q2 2022$2,510,000
-15.5%
16,478
-10.2%
0.00%
-20.0%
Q1 2022$2,969,000
+13.1%
18,349
+9.3%
0.01%
+25.0%
Q4 2021$2,626,000
+7.8%
16,793
-4.0%
0.00%0.0%
Q3 2021$2,435,000
-3.1%
17,497
-3.4%
0.00%0.0%
Q2 2021$2,512,000
-22.3%
18,104
-21.3%
0.00%
-42.9%
Q1 2021$3,232,000
+6.6%
23,005
+4.1%
0.01%0.0%
Q4 2020$3,032,000
+2.2%
22,099
-3.8%
0.01%
-12.5%
Q3 2020$2,966,000
+32.4%
22,972
+26.8%
0.01%
+33.3%
Q2 2020$2,240,000
-1.1%
18,115
-2.5%
0.01%
-25.0%
Q1 2020$2,264,000
+49.0%
18,570
+74.6%
0.01%
+60.0%
Q4 2019$1,519,000
-3.6%
10,633
-3.0%
0.01%0.0%
Q3 2019$1,575,000
+16.2%
10,966
+7.5%
0.01%0.0%
Q2 2019$1,356,000
-3.8%
10,202
-6.2%
0.01%0.0%
Q1 2019$1,410,000
-3.2%
10,879
-12.0%
0.01%
-16.7%
Q4 2018$1,457,000
+18.0%
12,361
+18.0%
0.01%
+20.0%
Q3 2018$1,235,000
+0.7%
10,478
-0.9%
0.01%0.0%
Q2 2018$1,226,000
-1.2%
10,574
-4.7%
0.01%0.0%
Q1 2018$1,241,000
+5.1%
11,097
+9.6%
0.01%0.0%
Q4 2017$1,181,000
+1.1%
10,127
+1.3%
0.01%0.0%
Q3 2017$1,168,000
-2.1%
10,000
-4.2%
0.01%
-16.7%
Q2 2017$1,193,000
+1.7%
10,440
+0.3%
0.01%0.0%
Q1 2017$1,173,000
-16.5%
10,412
-20.7%
0.01%
-33.3%
Q4 2016$1,405,000
+39.7%
13,130
+39.6%
0.01%
+50.0%
Q3 2016$1,006,000
-13.5%
9,407
-7.4%
0.01%
-25.0%
Q2 2016$1,163,000
+22.2%
10,161
+14.7%
0.01%
+14.3%
Q1 2016$952,000
+9.9%
8,857
-4.0%
0.01%0.0%
Q4 2015$866,000
+6.5%
9,224
+5.5%
0.01%0.0%
Q3 2015$813,000
-5.6%
8,742
-1.7%
0.01%
-12.5%
Q1 2015$861,000
+51.6%
8,892
+60.2%
0.01%
+33.3%
Q4 2014$568,000
+14.5%
5,550
+2.2%
0.01%0.0%
Q3 2014$496,000
-6.4%
5,428
-1.0%
0.01%
-14.3%
Q2 2014$530,000
+15.5%
5,484
+8.1%
0.01%0.0%
Q1 2014$459,000
+24.1%
5,074
+14.2%
0.01%
+16.7%
Q4 2013$370,000
+46.8%
4,443
+44.1%
0.01%
+20.0%
Q3 2013$252,000
+2.9%
3,084
+3.4%
0.01%
-16.7%
Q2 2013$245,0002,9840.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders