Cresset Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,064,355$209,093,0007.84%
Berkeley Capital Partners, LLC 46,770$9,188,0004.09%
Kinloch Capital, LLC 28,145$5,529,0003.97%
Marks Wealth, LLC 53,931$10,595,0003.58%
Tranquilli Financial Advisor LLC 22,750$4,469,0003.36%
Tatro Capital, LLC 22,566$4,433,0003.03%
Q3 Asset Management 27,959$5,492,0002.69%
Curran Financial Partners, LLC 24,317$4,777,0002.62%
Proquility Private Wealth Partners, LLC 35,386$6,952,0002.61%
Cadent Capital Advisors, LLC 29,244$5,745,0002.39%
View complete list of VANGUARD WORLD FDS shareholders