Cresset Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$667,747
-11.6%
3,651
-5.8%
0.00%
+200.0%
Q2 2023$755,124
+20.4%
3,877
+19.7%
0.00%
-92.3%
Q1 2023$627,078
+25.9%
3,240
+12.0%
0.01%
+116.7%
Q3 2022$498,000
-7.1%
2,8920.0%0.01%
-14.3%
Q2 2022$536,0002,8920.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders