Cresset Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,270,991
-3.6%
6,515
+1.6%
0.01%
+150.0%
Q2 2023$1,318,450
-0.1%
6,411
-7.4%
0.00%
-92.3%
Q1 2023$1,319,142
+413.3%
6,924
+6.2%
0.03%
+766.7%
Q4 2022$256,998
-75.8%
6,517
-3.2%
0.00%
-76.9%
Q3 2022$1,062,000
-3.3%
6,7300.0%0.01%0.0%
Q2 2022$1,098,000
+250.8%
6,730
+317.5%
0.01%
+333.3%
Q1 2022$313,000
-18.1%
1,612
-14.3%
0.00%
-25.0%
Q4 2021$382,000
+84.5%
1,882
+72.0%
0.00%
+33.3%
Q1 2021$207,000
-54.3%
1,094
-58.9%
0.00%
-57.1%
Q4 2020$453,0002,6650.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders