Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 456 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$178,812
+94.1%
1,402
+116.4%
0.01%
-16.7%
Q2 2023$92,127
+475.8%
648
+511.3%
0.01%
+500.0%
Q2 2022$16,000
-5.9%
1060.0%0.00%0.0%
Q1 2022$17,0000.0%1060.0%0.00%0.0%
Q4 2021$17,000
+13.3%
1060.0%0.00%0.0%
Q3 2021$15,0000.0%1060.0%0.00%0.0%
Q2 2021$15,0000.0%1060.0%0.00%0.0%
Q1 2021$15,0000.0%1060.0%0.00%0.0%
Q4 2020$15,0001060.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders