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 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders