CREATIVE FINANCIAL DESIGNS INC /ADV - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 320 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$183,003
+12.3%
1,205
+15.6%
0.02%
+10.5%
Q2 2023$163,031
+12.5%
1,042
+3.0%
0.02%0.0%
Q1 2023$144,858
+8.1%
1,0120.0%0.02%
-5.0%
Q4 2022$133,989
-5.6%
1,012
-11.3%
0.02%
-13.0%
Q3 2022$142,000
+10.9%
1,141
+17.5%
0.02%
+9.5%
Q2 2022$128,000
-16.9%
971
+0.2%
0.02%
-8.7%
Q1 2022$154,0000.0%969
+5.8%
0.02%0.0%
Q4 2021$154,000
+7.7%
916
-2.2%
0.02%
-4.2%
Q3 2021$143,000
+8.3%
937
+8.1%
0.02%
+4.3%
Q2 2021$132,000
+1220.0%
867
+1138.6%
0.02%
+1050.0%
Q1 2021$10,000700.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
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