Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 484 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$265,517
+12.2%
1,795
+17.3%
0.01%
-58.3%
Q1 2024$236,737
+166.5%
1,530
+136.1%
0.01%
+140.0%
Q4 2023$88,822
-50.3%
648
-53.8%
0.01%0.0%
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 2023
NameSharesValueWeighting ↓
Unconventional Investor, LLC 78,051$11,969,92612.14%
BCM ADVISORS, LLC 199,403$30,219,5258.35%
Robbie L. Kennerson P.A., Inc. 40,505$6,211,9016.30%
BOS Asset Management, LLC 42,020$6,444,1875.75%
FIRST NATIONAL CORP /MA/ /ADV 128,491$19,705,3134.87%
Kalos Management, Inc. 13,228$2,028,6464.57%
DHK Financial Advisors, Inc. 17,939$2,751,1953.82%
Polianta Ltd 30,400$4,6623.47%
Shira Ridge Wealth Management 30,034$4,606,0353.17%
Private Wealth Group, LLC 14,062$2,156,5483.06%
View complete list of VANGUARD WORLD FDS shareholders