Cresset Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,235,248
-4.8%
4,583
+0.0%
0.01%
+150.0%
Q2 2023$1,298,005
+12.2%
4,582
+0.0%
0.00%
-91.3%
Q1 2023$1,157,098
+7.6%
4,581
+0.2%
0.02%
+64.3%
Q3 2022$1,075,000
+3.3%
4,574
-14.5%
0.01%
+7.7%
Q2 2022$1,041,000
+52.0%
5,352
+138.3%
0.01%
+85.7%
Q1 2022$685,000
-38.3%
2,246
-31.2%
0.01%
-36.4%
Q4 2021$1,111,000
+296.8%
3,265
+221.4%
0.01%
+120.0%
Q4 2020$280,000
-52.1%
1,016
-59.2%
0.01%
-54.5%
Q3 2020$585,0002,4930.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders