Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 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 Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders