Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 384 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,524,938
-3.2%
6,483
-0.4%
0.03%
-66.7%
Q1 2024$1,574,813
+21.0%
6,508
+10.2%
0.08%
+13.0%
Q4 2023$1,301,350
-43.5%
5,904
-50.0%
0.07%
+3.0%
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 Q2 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,147,594$136,862,0007.79%
PIERSHALE FINANCIAL GROUP, INC. 72,475$8,643,0005.30%
Polianta Ltd 68,300$8,145,0004.40%
Peregrine Asset Advisers, Inc. 60,317$7,193,0004.27%
Archford Capital Strategies, LLC 33,772$4,026,0001.70%
RAND WEALTH, LLC 90,572$10,802,0001.36%
Visionary Asset Management, Inc. 27,190$3,243,0001.06%
Madden Advisory Services, Inc. 12,678$1,511,0001.02%
FIRST FINANCIAL CORP /IN/ 13,689$1,632,0000.97%
TRAIN BABCOCK ADVISORS LLC 17,000$2,027,0000.83%
View complete list of VANGUARD WORLD FDS shareholders