Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,998
+97.9%
38
+100.0%
0.00%
Q2 2023$2,020
+10.0%
190.0%0.00%
Q1 2023$1,837
+17.5%
190.0%0.00%
Q4 2022$1,563
-21.8%
190.0%0.00%
Q3 2022$2,0000.0%190.0%0.00%
Q2 2022$2,000
-77.8%
19
-74.3%
0.00%
-100.0%
Q1 2022$9,000
-10.0%
740.0%0.00%0.0%
Q4 2021$10,0000.0%740.0%0.00%0.0%
Q3 2021$10,000
-9.1%
740.0%0.00%0.0%
Q2 2021$11,000
+10.0%
740.0%0.00%0.0%
Q1 2021$10,000
-70.6%
74
-73.7%
0.00%
-66.7%
Q4 2020$34,000
+17.2%
2810.0%0.00%0.0%
Q3 2020$29,0002810.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders