CreativeOne Wealth, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$11,624
-57.7%
76,542
-60.4%
0.84%
+21.9%
Q2 2023$27,494
+124.9%
193,081
+126.0%
0.69%
+13.8%
Q1 2023$12,226
+16.4%
85,416
+7.6%
0.60%
+4.1%
Q4 2022$10,506
-99.9%
79,350
-0.3%
0.58%
-3.0%
Q3 2022$9,937,000
-34.1%
79,607
-30.4%
0.60%
-26.8%
Q2 2022$15,074,000
-18.4%
114,362
-1.6%
0.82%
-14.8%
Q1 2022$18,484,000
-6.2%
116,227
-0.9%
0.96%
-1.5%
Q4 2021$19,704,000
-15.9%
117,232
-23.8%
0.97%
-29.3%
Q3 2021$23,434,000
-0.1%
153,773
-0.1%
1.38%
-4.9%
Q2 2021$23,447,000
+30.5%
153,912
+20.2%
1.45%
+6.5%
Q1 2021$17,963,000
+7.8%
128,092
+2.6%
1.36%
-1.5%
Q4 2020$16,657,000
+45.4%
124,815
+30.6%
1.38%
-13.3%
Q3 2020$11,455,000
+52.3%
95,537
+39.0%
1.59%
+36.0%
Q2 2020$7,521,000
+48.2%
68,714
+23.1%
1.17%
+20.5%
Q1 2020$5,075,000
+129.7%
55,808
+182.3%
0.97%
+160.1%
Q4 2019$2,209,000
+39.5%
19,770
+28.7%
0.37%
+21.9%
Q3 2019$1,584,000
+76.2%
15,367
+73.1%
0.31%
+61.9%
Q2 2019$899,000
+129.9%
8,879
+121.4%
0.19%
+85.3%
Q1 2019$391,0004,0100.10%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders