Clear Creek Financial Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Clear Creek Financial Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,888,295
-3.3%
19,018
-0.4%
0.51%
-1.9%
Q2 2023$2,986,527
+15.2%
19,088
+5.4%
0.52%
+5.1%
Q1 2023$2,593,115
+7.8%
18,116
-0.2%
0.49%
-6.8%
Q4 2022$2,404,560
+44.9%
18,161
+36.6%
0.53%
+44.3%
Q3 2022$1,660,000
+67.2%
13,295
+76.5%
0.37%
+76.0%
Q2 2022$993,000
-12.5%
7,531
+5.6%
0.21%
+16.9%
Q1 2022$1,135,000
-7.8%
7,134
-2.6%
0.18%
-3.8%
Q4 2021$1,231,000
+10.2%
7,323
-0.1%
0.18%
+3.4%
Q3 2021$1,117,0000.0%7,3320.0%0.18%
+3.5%
Q2 2021$1,117,000
+14.3%
7,332
+0.1%
0.17%
-8.0%
Q4 2020$977,000
+222.4%
7,325
+150.3%
0.19%
+63.5%
Q1 2020$303,0002,9260.12%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders