Clearstead Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 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 Q1 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 275,937$20,616,0009.62%
RELIANCE TRUST CO 5,849$435,0009.55%
BHK Investment Advisors, LLC 128,875$9,590,0006.67%
LINCOLN NATIONAL CORP 1,413,884$105,207,0003.85%
WealthShield Partners, LLC 82,955$6,211,0003.79%
PLANNING DIRECTIONS INC 46,837$3,485,0003.37%
Capital Advantage, Inc. 180,973$13,466,0003.17%
Blue Edge Capital, LLC 59,825$7,117,439,0002.85%
Avior Wealth Management, LLC 128,571$9,567,0002.16%
Pinion Investment Advisors, LLC 14,522$1,081,0002.09%
View complete list of VANGUARD WORLD FD shareholders