Kestra Advisory Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 120 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$342,727
-78.6%
4,894
-73.4%
0.00%
-81.2%
Q2 2023$1,599,302
-10.5%
18,368
-6.9%
0.02%
-15.8%
Q1 2023$1,786,755
+166.2%
19,734
+143.5%
0.02%
+216.7%
Q4 2022$671,171
-99.9%
8,103
-28.9%
0.01%
+20.0%
Q3 2022$494,494,000
+88045.1%
11,400
+103.5%
0.01%
-16.7%
Q2 2022$561,000
+140.8%
5,601
+192.2%
0.01%
+200.0%
Q1 2022$233,000
-41.3%
1,917
-32.5%
0.00%
-50.0%
Q4 2021$397,000
-12.2%
2,838
-14.9%
0.00%
-20.0%
Q3 2021$452,000
+11.6%
3,333
+11.3%
0.01%0.0%
Q2 2021$405,000
-63.6%
2,995
-66.2%
0.01%
-64.3%
Q1 2021$1,112,000
-30.1%
8,862
-15.2%
0.01%
-22.2%
Q4 2020$1,590,000
-99.9%
10,448
+8258.4%
0.02%
-30.8%
Q3 2020$1,371,000,0001250.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders