CreativeOne Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$363
-62.8%
2,866
-68.0%
0.03%
+8.3%
Q2 2023$975
+85.7%
8,953
+94.9%
0.02%
-7.7%
Q1 2023$525
+3.3%
4,593
+9.6%
0.03%
-7.1%
Q4 2022$508
-99.9%
4,192
-27.0%
0.03%
-20.0%
Q3 2022$584,000
-38.1%
5,746
-39.5%
0.04%
-31.4%
Q2 2022$944,000
-25.3%
9,493
-19.5%
0.05%
-21.5%
Q1 2022$1,263,00011,7960.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders