Cresset Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 357 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,350,598
-5.1%
7,813
+0.1%
0.01%
+150.0%
Q2 2023$1,423,432
+28.9%
7,809
+25.8%
0.00%
-90.9%
Q1 2023$1,104,154
+367.3%
6,209
+1.5%
0.02%
+633.3%
Q4 2022$236,281
-74.0%
6,117
-0.1%
0.00%
-72.7%
Q3 2022$909,000
-7.2%
6,1210.0%0.01%
-8.3%
Q2 2022$980,000
+222.4%
6,121
+290.6%
0.01%
+300.0%
Q1 2022$304,000
-51.1%
1,567
-50.4%
0.00%
-50.0%
Q4 2021$622,0003,1620.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 55,988$10,864,00010.44%
Beacon Capital Management, Inc. 1,264,993$245,472,0007.84%
M Financial Asset Management, Inc. 8,223$1,596,0006.61%
CAPITAL WEALTH MANAGEMENT, LLC 38,860$7,541,0005.08%
Beacon Capital Management, LLC 91,285$17,712,0004.21%
Tranquilli Financial Advisor LLC 27,281$5,294,0003.77%
Strengthening Families & Communities, LLC 29,965$5,815,0003.59%
Pariax, LLC 17,185$3,335,0003.14%
Quaker Wealth Management, LLC 31,751$6,161,0002.67%
Enterprise Trust & Investment Co 36,255$7,035,0002.52%
View complete list of VANGUARD WORLD FDS shareholders