CreativeOne Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,153
-64.2%
5,189
-63.8%
0.16%
+3.3%
Q2 2023$6,007
+97.0%
14,344
+81.3%
0.15%0.0%
Q1 2023$3,049
+20.7%
7,910
+0.0%
0.15%
+7.9%
Q4 2022$2,526
-99.9%
7,907
+3.5%
0.14%
-1.4%
Q3 2022$2,349,000
+5.7%
7,643
+12.3%
0.14%
+17.5%
Q2 2022$2,222,000
-19.9%
6,805
+2.2%
0.12%
-16.7%
Q1 2022$2,774,000
-9.9%
6,660
-0.9%
0.14%
-5.3%
Q4 2021$3,079,000
+114.6%
6,721
+87.9%
0.15%
+81.0%
Q3 2021$1,435,000
-0.6%
3,576
-1.2%
0.08%
-5.6%
Q2 2021$1,443,000
+10.2%
3,620
-0.8%
0.09%
-10.1%
Q1 2021$1,309,000
-27.2%
3,651
-28.1%
0.10%
-33.6%
Q4 2020$1,797,000
+759.8%
5,078
+315.2%
0.15%
+43.3%
Q1 2018$209,0001,2230.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders