Cresset Asset Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 0.92 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 Q4 2021
NameSharesValueWeighting ↓
Zeit Capital LLC 218,718$22,177,98420.56%
Black Diamond Financial, LLC 550,253$55,795,65417.17%
Greytown Advisors Inc. 274,813$27,866,10015.42%
BHK Investment Advisors, LLC 234,073$23,735,00810.92%
Bernardo Wealth Planning LLC 230,800$23,403,0829.25%
Marmo Financial Group, LLC 82,721$8,387,9557.96%
BSW Wealth Partners 300,359$30,456,3376.78%
Von Berge Wealth Management Group, LLC 75,559$7,661,3456.54%
MEANS INVESTMENT CO., INC. 322,479$32,699,3685.35%
PETREDIS INVESTMENT ADVISORS LLC 359,853$36,489,1595.17%
View complete list of VANGUARD WORLD FD shareholders