Cresset Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 347 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.

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 Q4 2020
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 56,918$15,663,00015.18%
Beacon Capital Management, Inc. 690,479$190,006,0008.27%
Polianta Ltd 45,400$12,493,0006.90%
Paragon Wealth Strategies, LLC 63,864$17,574,0006.05%
Adaptive Financial Consulting, LLC 28,398$7,815,0005.93%
Sanctuary Wealth Management, L.L.C. 16,230$4,466,0005.42%
TRUST CO OF OKLAHOMA 48,892$13,454,101,0004.90%
Tatro Capital, LLC 18,166$4,999,0004.66%
Tranquilli Financial Advisor LLC 14,543$4,002,0003.63%
Curran Financial Partners, LLC 15,185$4,179,0003.58%
View complete list of VANGUARD WORLD FDS shareholders