Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,302,098
+89.7%
11,806
+100.0%
0.07%
-9.5%
Q2 2023$1,213,308
+1055.2%
5,903
+971.3%
0.07%
+825.0%
Q1 2023$105,031
+10.6%
551
+6.0%
0.01%
+14.3%
Q4 2022$94,975
+15.8%
5200.0%0.01%
-12.5%
Q3 2022$82,000
-3.5%
520
+0.2%
0.01%
+14.3%
Q2 2022$85,000
-15.8%
5190.0%0.01%0.0%
Q1 2022$101,000
-3.8%
5190.0%0.01%0.0%
Q4 2021$105,000
+7.1%
5190.0%0.01%0.0%
Q3 2021$98,000
-3.9%
5190.0%0.01%
-12.5%
Q2 2021$102,000
+4.1%
5190.0%0.01%0.0%
Q1 2021$98,000
+50.8%
519
+35.5%
0.01%
+33.3%
Q4 2020$65,000
+6.6%
383
-9.5%
0.01%
-14.3%
Q3 2020$61,000
+1120.0%
423
+957.5%
0.01%
+600.0%
Q2 2020$5,000400.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders