CREATIVE FINANCIAL DESIGNS INC /ADV - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,459,644
+16.2%
6,433
+20.5%
0.17%
+14.9%
Q2 2023$1,256,658
-59.2%
5,340
-64.5%
0.15%
-63.3%
Q1 2023$3,078,816
-0.5%
15,055
-16.3%
0.40%
-11.8%
Q4 2022$3,094,312
+19.8%
17,983
+21.4%
0.46%
+8.3%
Q3 2022$2,582,000
-4.1%
14,814
-0.0%
0.42%
-4.5%
Q2 2022$2,692,000
-12.9%
14,816
+12.9%
0.44%
-6.0%
Q1 2022$3,089,000
-16.8%
13,124
-7.8%
0.47%
-16.1%
Q4 2021$3,713,000
+14.1%
14,238
+2.8%
0.56%
+4.1%
Q3 2021$3,253,000
+11.2%
13,853
+9.6%
0.54%
+6.1%
Q2 2021$2,925,000
+18.8%
12,640
+6.3%
0.51%
+5.4%
Q1 2021$2,462,000
+5.0%
11,891
+3.3%
0.48%
-4.0%
Q4 2020$2,345,000
+16.8%
11,510
+6.3%
0.50%
+1.2%
Q3 2020$2,007,000
+34.2%
10,827
+18.4%
0.50%
+9.3%
Q2 2020$1,495,0009,1450.45%
Q4 2019$000.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders