Creative Planning - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 294 filers reported holding VANGUARD WORLD FDS in Q3 2022. 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$632,463
+6.6%
6,013
+7.8%
0.00%0.0%
Q2 2023$593,189
+32.7%
5,580
+20.7%
0.00%0.0%
Q1 2023$446,888
+4.2%
4,623
-11.4%
0.00%0.0%
Q4 2022$428,904
+26.9%
5,215
+27.2%
0.00%0.0%
Q3 2022$338,000
-18.0%
4,099
-6.4%
0.00%0.0%
Q2 2022$412,000
-8.6%
4,380
+16.5%
0.00%0.0%
Q1 2022$451,000
+6.4%
3,759
+20.2%
0.00%0.0%
Q4 2021$424,000
+5.5%
3,126
+9.5%
0.00%0.0%
Q3 2021$402,000
-37.5%
2,854
-36.2%
0.00%0.0%
Q2 2021$643,000
+34.2%
4,471
+21.3%
0.00%0.0%
Q1 2021$479,000
+7.9%
3,687
-0.2%
0.00%0.0%
Q4 2020$444,000
+18.1%
3,695
+0.0%
0.00%0.0%
Q3 2020$376,000
+7.1%
3,694
-2.1%
0.00%0.0%
Q2 2020$351,000
+48.7%
3,774
+21.7%
0.00%0.0%
Q1 2020$236,000
-45.7%
3,100
-33.0%
0.00%0.0%
Q4 2019$435,000
+6.4%
4,628
-1.9%
0.00%0.0%
Q3 2019$409,000
+1.0%
4,720
+1.1%
0.00%0.0%
Q2 2019$405,000
+6.3%
4,670
+2.3%
0.00%0.0%
Q1 2019$381,000
+19.1%
4,565
+5.6%
0.00%0.0%
Q4 2018$320,000
-19.8%
4,322
-5.8%
0.00%0.0%
Q3 2018$399,000
+12.1%
4,586
+9.5%
0.00%0.0%
Q2 2018$356,000
-8.2%
4,189
-9.8%
0.00%
-50.0%
Q1 2018$388,000
-10.4%
4,643
-2.3%
0.00%0.0%
Q4 2017$433,000
-40.1%
4,751
-39.4%
0.00%
-33.3%
Q3 2017$723,000
-5.5%
7,839
-5.9%
0.00%
-25.0%
Q2 2017$765,000
+7.6%
8,334
+11.3%
0.00%0.0%
Q1 2017$711,000
+57.6%
7,491
+66.3%
0.00%
+33.3%
Q4 2016$451,000
+10.5%
4,504
+4.1%
0.00%0.0%
Q3 2016$408,000
+39.2%
4,325
+45.2%
0.00%
+50.0%
Q2 2016$293,000
+30.2%
2,979
+22.7%
0.00%0.0%
Q1 2016$225,000
+4.7%
2,427
-5.4%
0.00%0.0%
Q4 2015$215,000
+1.9%
2,565
-4.0%
0.00%0.0%
Q3 2015$211,000
-0.9%
2,673
+8.4%
0.00%0.0%
Q1 2015$213,000
+136.7%
2,466
+131.5%
0.00%
+100.0%
Q4 2014$90,000
-1.1%
1,065
+1.8%
0.00%0.0%
Q3 2014$91,000
-21.6%
1,046
-20.4%
0.00%
-50.0%
Q2 2014$116,000
+16.0%
1,314
+11.4%
0.00%0.0%
Q1 2014$100,000
+61.3%
1,180
+58.8%
0.00%
+100.0%
Q4 2013$62,000
+6.9%
743
+3.9%
0.00%0.0%
Q3 2013$58,000
+3.6%
7150.0%0.00%0.0%
Q2 2013$56,0007150.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,919,271$201,888,1017.48%
PGIM Custom Harvest LLC 1,401,694$147,444,2085.44%
STAPP WEALTH MANAGEMENT, PLLC 20,480$2,154,2914.15%
Tranquilli Financial Advisor LLC 50,691$5,332,1863.85%
CPR Investments Inc. 30,903$3,250,6873.49%
Crown Wealth Group, LLC 39,805$4,187,0353.15%
ARMSTRONG ADVISORY GROUP, INC 246,936$25,975,2362.84%
ALTFEST L J & CO INC 163,214$17,1682.71%
Sharper & Granite LLC 41,605$4,376,4752.54%
Axiom Financial Strategies, LLC 33,097$3,481,4692.34%
View complete list of VANGUARD WORLD FDS shareholders