Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,569,178
+97.3%
3,782
+110.2%
0.05%
-4.2%
Q2 2023$795,347
+36.3%
1,799
+18.8%
0.05%
+14.3%
Q1 2023$583,516
+27.5%
1,514
+5.7%
0.04%
+16.7%
Q4 2022$457,580
-26.7%
1,433
-29.4%
0.04%
-36.8%
Q3 2022$624,000
-7.7%
2,029
-2.0%
0.06%
+7.5%
Q2 2022$676,000
-36.5%
2,071
-18.9%
0.05%
-26.4%
Q1 2022$1,064,000
-12.7%
2,554
-4.0%
0.07%
-13.3%
Q4 2021$1,219,000
+20.7%
2,660
+5.7%
0.08%
+10.7%
Q3 2021$1,010,000
+2144.4%
2,517
+2127.4%
0.08%
+2400.0%
Q2 2021$45,000
-59.1%
113
-63.1%
0.00%
-66.7%
Q1 2021$110,000
+71.9%
306
+69.1%
0.01%
+50.0%
Q4 2020$64,000
-35.4%
181
-42.9%
0.01%
-45.5%
Q3 2020$99,000
+296.0%
317
+260.2%
0.01%
+266.7%
Q2 2020$25,000
+400.0%
88
+252.0%
0.00%
+200.0%
Q1 2020$5,000250.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders