Kovack Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kovack Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$899,516
-22.2%
4,924
-17.2%
0.12%
-15.5%
Q2 2023$1,155,919
+10.7%
5,945
+10.2%
0.15%
+4.2%
Q1 2023$1,043,761
+6.8%
5,394
+5.8%
0.14%
-0.7%
Q4 2022$977,021
+33.1%
5,100
+19.4%
0.14%
+32.4%
Q3 2022$734,000
-14.6%
4,270
-7.8%
0.11%
-4.4%
Q2 2022$859,000
-3.6%
4,633
+1.8%
0.11%
+22.8%
Q1 2022$891,000
+1.2%
4,549
+3.3%
0.09%
+8.2%
Q4 2021$880,000
+3.7%
4,404
-7.0%
0.08%
-7.6%
Q3 2021$849,000
-5.8%
4,735
-4.1%
0.09%
-10.7%
Q2 2021$901,000
+10.7%
4,936
+8.1%
0.10%
-2.8%
Q1 2021$814,000
-50.5%
4,566
-51.7%
0.11%
-55.3%
Q4 2020$1,644,000
-17.1%
9,453
-22.1%
0.24%
-32.9%
Q3 2020$1,983,000
+161.6%
12,141
+139.5%
0.35%
+138.5%
Q2 2020$758,000
-1.3%
5,069
-9.0%
0.15%
-16.4%
Q1 2020$768,000
-10.9%
5,569
+4.2%
0.18%
+14.9%
Q4 2019$862,000
+67.4%
5,347
+62.6%
0.15%
+45.3%
Q3 2019$515,000
+38.8%
3,288
+31.9%
0.11%
+24.7%
Q2 2019$371,000
+18.2%
2,492
+15.3%
0.08%
+9.0%
Q1 2019$314,000
+29.2%
2,161
+16.9%
0.08%
+9.9%
Q4 2018$243,000
-5.8%
1,849
+0.3%
0.07%
+6.0%
Q3 2018$258,000
-15.4%
1,844
-17.8%
0.07%
-13.0%
Q1 2018$305,000
-4.7%
2,244
+2.5%
0.08%
-4.9%
Q4 2017$320,0002,1890.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders