Cresset Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,547,769
+8.7%
20,013
-3.1%
0.01%
+233.3%
Q2 2023$2,343,623
+35.3%
20,649
+36.2%
0.00%
-91.4%
Q1 2023$1,732,052
+88.0%
15,162
+5.9%
0.04%
+191.7%
Q4 2022$921,151
-36.9%
14,323
+0.2%
0.01%
-33.3%
Q3 2022$1,460,000
+2.7%
14,2880.0%0.02%
+5.9%
Q2 2022$1,421,000
+75.6%
14,288
+89.2%
0.02%
+112.5%
Q1 2022$809,000
+56.2%
7,553
+13.1%
0.01%
+60.0%
Q4 2021$518,000
+152.7%
6,681
+121.5%
0.01%
+66.7%
Q1 2021$205,000
+10150.0%
3,016
+14261.9%
0.00%
Q1 2019$2,0000.0%210.0%0.00%
Q4 2018$2,000210.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders