Kalos Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$1,543,682
-6.6%
10,858
-3.1%
3.32%
+0.1%
Q1 2023$1,652,372
-18.5%
11,201
-15.3%
3.31%
-27.5%
Q4 2022$2,028,646
+35.5%
13,228
+31.9%
4.57%
+23.7%
Q3 2022$1,497,000
+16.0%
10,026
+16.1%
3.70%
+113.1%
Q2 2022$1,291,000
+17.9%
8,635
+27.2%
1.73%
+131.5%
Q1 2022$1,095,0006,7890.75%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders