CreativeOne Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 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 Q3 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders