Clearview Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Clearview Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$95,507
+10.1%
216
-4.0%
0.10%
+10.2%
Q1 2023$86,731
-75.7%
225
-79.9%
0.09%
-68.1%
Q4 2022$357,420
+2878.5%
1,119
+2844.7%
0.28%
+2660.0%
Q3 2022$12,0000.0%380.0%0.01%
+11.1%
Q2 2022$12,000
-25.0%
380.0%0.01%
-18.2%
Q1 2022$16,000
-84.0%
38
-82.6%
0.01%
-82.0%
Q4 2021$100,000
+14.9%
2180.0%0.06%
+10.9%
Q3 2021$87,000
-15.5%
218
-15.5%
0.06%
-14.1%
Q2 2021$103,000
+12.0%
2580.0%0.06%
+6.7%
Q1 2021$92,000
+1.1%
2580.0%0.06%
-1.6%
Q4 2020$91,0002580.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders