KESTRA PRIVATE WEALTH SERVICES, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,475,617
+5.4%
8,377
+12.3%
0.11%
-3.5%
Q2 2023$3,298,071
+17.2%
7,459
+2.2%
0.11%
+0.9%
Q1 2023$2,814,146
+4.7%
7,301
-13.3%
0.11%
-17.6%
Q4 2022$2,688,845
+349.6%
8,418
+332.8%
0.14%
+288.6%
Q3 2022$598,000
-3.9%
1,945
+2.1%
0.04%0.0%
Q2 2022$622,000
-41.6%
1,905
-25.5%
0.04%
-34.0%
Q1 2022$1,065,000
-8.0%
2,558
+1.3%
0.05%
-3.6%
Q4 2021$1,157,000
+19.0%
2,526
+4.3%
0.06%
+1.9%
Q3 2021$972,000
+5.2%
2,421
+4.4%
0.05%
-3.6%
Q2 2021$924,000
+1.0%
2,318
-9.2%
0.06%
-12.5%
Q1 2021$915,000
-5.6%
2,552
-6.9%
0.06%
-9.9%
Q4 2020$969,000
-99.9%
2,741
-12.9%
0.07%
-16.5%
Q3 2020$980,000,0003,1470.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders