Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 120,794$14,649,89614.20%
RFG HOLDINGS, INC. 107,497$13,037,18113.59%
Main Management ETF Advisors, LLC 838,040$101,6379.49%
STAPP WEALTH MANAGEMENT, PLLC 32,062$3,8889.32%
Marmo Financial Group, LLC 73,259$8,884,7928.58%
CORA CAPITAL ADVISORS LLC 88,356$10,715,7587.37%
Boxwood Ventures, Inc. 27,720$3,3626.03%
M Financial Asset Management, Inc. 12,969$1,5735.74%
GoalFusion Wealth Management, LLC 51,731$6,460,1675.21%
Main Management LLC 286,958$34,8024.01%
View complete list of VANGUARD WORLD FDS shareholders