CreativeOne Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$514
+116.9%
3,520
+119.3%
0.01%
+8.3%
Q1 2023$237
-2.1%
1,605
+1.6%
0.01%
-7.7%
Q4 2022$242
-99.9%
1,579
+0.1%
0.01%0.0%
Q3 2022$224,000
-16.1%
1,577
-10.1%
0.01%
-7.1%
Q2 2022$267,000
+0.4%
1,755
+6.6%
0.01%0.0%
Q1 2022$266,000
+25.5%
1,646
+21.7%
0.01%
+40.0%
Q4 2021$212,0001,3530.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,346,387$174,492,0007.94%
USA FINANCIAL FORMULAS 43,276$5,609,0003.53%
Berkeley Capital Partners, LLC 54,084$7,009,0003.47%
Invst, LLC 53,576$6,897,0003.46%
FIRST NATIONAL CORP /MA/ /ADV 49,044$6,356,0002.64%
Hamilton Wealth, LLC 22,078$2,861,0002.27%
ORSER CAPITAL MANAGEMENT, LLC 15,895$2,060,0002.27%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 113,979$14,771,0002.17%
FIFTH THIRD SECURITIES, INC. 11,745$1,522,0001.72%
American Investment Services, Inc. 39,377$5,103,0001.62%
View complete list of VANGUARD WORLD FDS shareholders