Kalos Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 457 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 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 Q3 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders