CREATIVE FINANCIAL DESIGNS INC /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 226 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,005,159
-11.2%
5,503
-5.5%
0.12%
-12.0%
Q2 2023$1,132,189
+11.9%
5,823
+11.4%
0.13%
+0.8%
Q1 2023$1,011,505
+12.1%
5,227
+11.0%
0.13%
-0.8%
Q4 2022$902,059
+95.7%
4,709
+75.3%
0.13%
+77.3%
Q3 2022$461,000
+56.3%
2,686
+69.0%
0.08%
+56.2%
Q2 2022$295,000
+217.2%
1,589
+233.1%
0.05%
+242.9%
Q1 2022$93,0004770.01%
Q2 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2018$35,000
-83.3%
257
-82.1%
0.02%
-84.6%
Q4 2017$210,000
-86.9%
1,435
-87.6%
0.14%
-84.5%
Q3 2017$1,602,000
+7.7%
11,566
+9.5%
0.92%
-3.4%
Q2 2017$1,488,000
+28.5%
10,561
+27.7%
0.95%
+14.4%
Q1 2017$1,158,000
-26.1%
8,268
-29.3%
0.83%
-34.9%
Q4 2016$1,568,00011,6941.28%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2017
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders