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 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders