Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 360 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,395,240
+87.6%
8,892
+97.2%
0.07%
-9.1%
Q2 2023$1,276,666
+8052.9%
4,508
+7171.0%
0.08%
+7600.0%
Q1 2023$15,659
+15.3%
620.0%0.00%0.0%
Q4 2022$13,579
-43.4%
62
-40.4%
0.00%
-50.0%
Q3 2022$24,0000.0%1040.0%0.00%0.0%
Q2 2022$24,000
-25.0%
1040.0%0.00%0.0%
Q1 2022$32,000
-8.6%
1040.0%0.00%0.0%
Q4 2021$35,000
+9.4%
1040.0%0.00%0.0%
Q3 2021$32,000
-3.0%
1040.0%0.00%
-33.3%
Q2 2021$33,000
+6.5%
1040.0%0.00%0.0%
Q1 2021$31,0001040.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning DBA Harper Investing 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders