Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 486 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.12 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 Q2 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 395,280$63,719,00012.34%
Blankinship & Foster, LLC 107,746$17,369,0009.58%
Beacon Capital Management, Inc. 1,115,440$179,809,0007.97%
Morningstar Investment Management LLC 243,952$39,325,0006.86%
Strategic Wealth Management Group, LLC 60,252$9,713,0006.29%
HC Advisors, LLC 30,375$4,896,0005.05%
Berkeley Capital Partners, LLC 53,464$8,618,0004.41%
Main Management LLC 199,622$32,179,0004.33%
Tatro Capital, LLC 25,927$4,179,0003.75%
Arkadios Wealth Advisors 30,468$5,008,256,0003.00%
View complete list of VANGUARD WORLD FDS shareholders