CreativeOne Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$571
-49.6%
3,125
-47.6%
0.04%
+46.4%
Q2 2023$1,134
+103.2%
5,966
+106.9%
0.03%0.0%
Q1 2023$558
+7.5%
2,884
+6.3%
0.03%
-3.4%
Q4 2022$519
-99.9%
2,712
+1.0%
0.03%
+3.6%
Q3 2022$461,000
-17.1%
2,686
-10.4%
0.03%
-6.7%
Q2 2022$556,000
+28.4%
2,997
+35.7%
0.03%
+36.4%
Q1 2022$433,000
+23.0%
2,209
+25.3%
0.02%
+29.4%
Q4 2021$352,000
+71.7%
1,763
+53.8%
0.02%
+41.7%
Q3 2021$205,000
+1.5%
1,146
+3.6%
0.01%0.0%
Q2 2021$202,0001,1060.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders