Crestone Asset Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,427 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.6%.

Quarter-by-quarter ownership
Crestone Asset Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2024$1,881,856
+7.1%
3,589
-1.1%
0.38%
-4.5%
Q4 2023$1,756,436
+2.4%
3,629
-12.2%
0.40%
-3.2%
Q3 2023$1,714,782
-6.2%
4,1330.0%0.41%
+2.0%
Q2 2023$1,827,447
+18.6%
4,133
+3.4%
0.40%
+22.9%
Q1 2023$1,541,495
+23.4%
3,999
+2.2%
0.33%
+24.8%
Q4 2022$1,249,532
+4.1%
3,912
+0.2%
0.26%
-14.1%
Q3 2022$1,200,000
-37.0%
3,904
-33.1%
0.30%
-31.9%
Q2 2022$1,906,000
+725.1%
5,837
+951.7%
0.45%
+833.3%
Q1 2022$231,0005550.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders