Cresset Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$233,025
-16.5%
2,186
-35.3%
0.00%
-100.0%
Q3 2022$279,000
+6.9%
3,380
+21.7%
0.00%
+33.3%
Q2 2022$261,000
-21.9%
2,7780.0%0.00%0.0%
Q1 2022$334,000
+33300.0%
2,778
+21269.2%
0.00%
Q1 2019$1,0000.0%130.0%0.00%
Q4 2018$1,000130.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders