Clearstead Advisors’s Visteon VC Stock Holding History

Clearstead Advisors’s Portfolio VC Stock Details VC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$912	Sell	10 -566	-98%	-$53.5K	﹤0.01%	2059
2025 Q4	$54.8K	Buy	576 +373	+184%	+$39.5K	﹤0.01%	1368
2025 Q3	$24.3K	Buy	203 +15	+8%	+$1.76K	﹤0.01%	1551
2025 Q2	$17.5K	Buy	188 +173	+1,153%	+$14.2K	﹤0.01%	1678
2025 Q1	$1.17K	Buy	+15	New	+$1.26K	﹤0.01%	1973
2023 Q4	–	Sell	-730	Closed	-$101K	–	1648
2023 Q3	$101K	Buy	730 +229	+46%	+$33K	﹤0.01%	722
2023 Q2	$71.9K	Buy	501 +181	+57%	+$25.8K	﹤0.01%	652
2023 Q1	$50.2K	Buy	+320	New	+$49.5K	﹤0.01%	665

Other funds holding VC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return