Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 340 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,919,271$201,888,1017.48%
PGIM Custom Harvest LLC 1,401,694$147,444,2085.44%
STAPP WEALTH MANAGEMENT, PLLC 20,480$2,154,2914.15%
Tranquilli Financial Advisor LLC 50,691$5,332,1863.85%
CPR Investments Inc. 30,903$3,250,6873.49%
Crown Wealth Group, LLC 39,805$4,187,0353.15%
ARMSTRONG ADVISORY GROUP, INC 246,936$25,975,2362.84%
ALTFEST L J & CO INC 163,214$17,1682.71%
Sharper & Granite LLC 41,605$4,376,4752.54%
Axiom Financial Strategies, LLC 33,097$3,481,4692.34%
View complete list of VANGUARD WORLD FDS shareholders