Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$506,960
+124.5%
4,000
+100.0%
0.02%
+7.1%
Q2 2023$225,780
+64.7%
2,000
+66.7%
0.01%
+40.0%
Q1 2023$137,076
-5.8%
1,2000.0%0.01%
-9.1%
Q4 2022$145,536
+19.3%
1,2000.0%0.01%0.0%
Q3 2022$122,000
+2.5%
1,2000.0%0.01%
+22.2%
Q2 2022$119,000
-7.0%
1,2000.0%0.01%0.0%
Q1 2022$128,000
+37.6%
1,2000.0%0.01%
+50.0%
Q4 2021$93,000
+66.1%
1,200
-13.7%
0.01%0.0%
Q3 2020$56,000
-20.0%
1,3900.0%0.01%
-25.0%
Q2 2020$70,000
+32.1%
1,3900.0%0.01%0.0%
Q1 2020$53,0001,3900.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders