KESTRA PRIVATE WEALTH SERVICES, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$921,022
-6.6%
5,042
-0.6%
0.03%
-14.7%
Q2 2023$985,862
+1.1%
5,070
+0.6%
0.03%
-12.8%
Q1 2023$975,479
-2.4%
5,041
-3.4%
0.04%
-23.5%
Q4 2022$999,769
+170.9%
5,219
+143.2%
0.05%
+142.9%
Q3 2022$369,000
-15.0%
2,146
-8.3%
0.02%
-16.0%
Q2 2022$434,000
-9.2%
2,341
-4.1%
0.02%
+4.2%
Q1 2022$478,000
-5.5%
2,442
-3.6%
0.02%0.0%
Q4 2021$506,000
+61.1%
2,534
+44.8%
0.02%
+33.3%
Q3 2021$314,000
+53.9%
1,750
+56.2%
0.02%
+50.0%
Q2 2021$204,0000.0%1,120
-5.2%
0.01%
-20.0%
Q4 2020$204,0001,1820.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders