Clearstead Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$44,020
+103.3%
194
+110.9%
0.00%0.0%
Q2 2023$21,650
+15.1%
920.0%0.00%0.0%
Q1 2023$18,815
+18.9%
920.0%0.00%0.0%
Q4 2022$15,830
-1.1%
920.0%0.00%0.0%
Q3 2022$16,000
-5.9%
920.0%0.00%0.0%
Q2 2022$17,000
-22.7%
920.0%0.00%0.0%
Q1 2022$22,000
-8.3%
920.0%0.00%
-50.0%
Q4 2021$24,000920.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders