Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,021,908
+82.5%
16,542
+94.3%
0.09%
-12.0%
Q2 2023$1,655,819
+177.8%
8,515
+176.5%
0.10%
+132.6%
Q1 2023$596,042
+2.2%
3,080
+1.1%
0.04%
-6.5%
Q4 2022$583,331
+11.5%
3,0450.0%0.05%
-4.2%
Q3 2022$523,000
-7.3%
3,0450.0%0.05%
+9.1%
Q2 2022$564,000
-5.5%
3,0450.0%0.04%
+7.3%
Q1 2022$597,000
+71.1%
3,045
+74.5%
0.04%
+70.8%
Q4 2021$349,000
+6880.0%
1,745
+5716.7%
0.02%
+2300.0%
Q3 2020$5,000
+25.0%
300.0%0.00%
Q2 2020$4,000300.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders