KESTRA PRIVATE WEALTH SERVICES, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$19,020,573
+0.6%
83,828
+4.3%
0.60%
-7.6%
Q2 2023$18,910,080
+2.3%
80,359
-11.1%
0.65%
-12.0%
Q1 2023$18,486,107
+19.3%
90,392
+0.4%
0.74%
-6.4%
Q4 2022$15,494,288
+16.1%
90,046
+17.6%
0.78%
+1.7%
Q3 2022$13,341,000
+44.3%
76,548
+50.4%
0.77%
+46.2%
Q2 2022$9,247,000
+365.4%
50,892
+502.8%
0.53%
+433.3%
Q1 2022$1,987,000
-3.5%
8,443
+6.9%
0.10%0.0%
Q4 2021$2,059,000
+10.5%
7,897
-0.5%
0.10%
-4.8%
Q3 2021$1,863,000
+9.9%
7,935
+8.3%
0.10%
+1.0%
Q2 2021$1,695,0007,3260.10%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders