CREATIVE FINANCIAL DESIGNS INC /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,562,997
-1.2%
10,998
+5.3%
0.53%
-2.2%
Q2 2023$4,618,414
+20.6%
10,445
+5.2%
0.54%
+8.6%
Q1 2023$3,828,653
+35.6%
9,932
+12.4%
0.50%
+20.1%
Q4 2022$2,823,184
+6.8%
8,839
+2.8%
0.42%
-3.5%
Q3 2022$2,644,000
+3.0%
8,601
+9.4%
0.43%
+2.4%
Q2 2022$2,568,000
-10.9%
7,865
+13.7%
0.42%
-3.9%
Q1 2022$2,882,000
-12.3%
6,920
-3.5%
0.44%
-11.3%
Q4 2021$3,286,000
+19.6%
7,172
+4.8%
0.50%
+9.0%
Q3 2021$2,747,000
+12.8%
6,844
+12.0%
0.45%
+7.6%
Q2 2021$2,436,000
+17.7%
6,108
+5.8%
0.42%
+4.5%
Q1 2021$2,069,000
+6.2%
5,772
+4.9%
0.40%
-2.9%
Q4 2020$1,948,000
+15.4%
5,505
+1.6%
0.42%
-0.2%
Q3 2020$1,688,000
+65.5%
5,420
+48.1%
0.42%
+35.0%
Q2 2020$1,020,000
+2515.4%
3,660
+1324.1%
0.31%
+1304.5%
Q3 2017$39,000
+8.3%
2570.0%0.02%
-4.3%
Q2 2017$36,000
+2.9%
2570.0%0.02%
-8.0%
Q1 2017$35,0000.0%257
-11.4%
0.02%
-13.8%
Q4 2016$35,0002900.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders