CREATIVE FINANCIAL DESIGNS INC /ADV - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$12,580,405
+6.9%
124,067
+9.4%
1.47%
+5.9%
Q2 2023$11,768,865
+10.1%
113,424
+7.2%
1.38%
-1.1%
Q1 2023$10,690,218
+30.7%
105,823
+33.1%
1.40%
+15.9%
Q4 2022$8,179,319
+19.1%
79,527
+4.1%
1.21%
+7.7%
Q3 2022$6,870,000
-1.6%
76,414
+5.2%
1.12%
-2.2%
Q2 2022$6,984,000
+30265.2%
72,611
+24103.7%
1.15%
+19016.7%
Q3 2020$23,000
-91.1%
300
-91.5%
0.01%
-92.3%
Q2 2020$257,0003,513
+351200.0%
0.08%
Q4 2019$010.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders