Clearstead Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 324 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.55 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 Q2 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,410,243$169,300,0005.41%
Curran Financial Partners, LLC 69,940$8,396,0003.45%
Evensky & Katz LLC 285,950$34,328,0003.39%
Axiom Financial Strategies, LLC 51,985$5,305,0002.67%
Full Sail Capital, LLC 261,058$31,340,0002.62%
Centered Wealth LLC dba Miller Equity Capital Advisors 23,500$2,821,0002.39%
Tatro Capital, LLC 26,092$3,132,0002.34%
SAXON INTERESTS, INC. 35,651$4,281,0002.28%
Tranquilli Financial Advisor LLC 24,254$2,912,0002.07%
BRANDYWINE OAK PRIVATE WEALTH LLC 139,130$16,707,0001.91%
View complete list of VANGUARD WORLD FDS shareholders