Cresset Asset Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$12,605,745
-2.3%
124,317
+0.0%
0.05%
+206.2%
Q2 2023$12,897,512
+5.5%
124,301
+2.7%
0.02%
-93.5%
Q1 2023$12,229,254
-1.8%
121,057
+0.0%
0.24%
+55.1%
Q4 2022$12,450,650
+4725.8%
121,056
+4143.1%
0.16%
+5166.7%
Q3 2022$258,000
-5.8%
2,8530.0%0.00%0.0%
Q2 2022$274,000
-10.5%
2,853
+0.0%
0.00%0.0%
Q1 2022$306,000
+0.3%
2,852
+0.0%
0.00%0.0%
Q4 2021$305,000
+8.9%
2,851
+0.1%
0.00%
-25.0%
Q3 2021$280,000
+12.0%
2,848
+8.3%
0.00%0.0%
Q1 2021$250,000
+9.6%
2,6300.0%0.00%0.0%
Q4 2020$228,000
+12.9%
2,6300.0%0.00%0.0%
Q3 2020$202,0002,6300.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders