Clearstead Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$129,388
+95.5%
1,276
+100.0%
0.00%0.0%
Q2 2023$66,199
+2.7%
6380.0%0.00%
-20.0%
Q1 2023$64,451
-1.8%
6380.0%0.01%0.0%
Q4 2022$65,618
+15.1%
6380.0%0.01%0.0%
Q3 2022$57,000
-6.6%
6380.0%0.01%0.0%
Q2 2022$61,000
-10.3%
6380.0%0.01%0.0%
Q1 2022$68,0000.0%6380.0%0.01%0.0%
Q4 2021$68,0006380.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders