Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 333 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is - 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 Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders