Kestra Advisory Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$339,092
-7.7%
4,508
-3.9%
0.00%
-25.0%
Q2 2023$367,383
+20.1%
4,689
+9.9%
0.00%
+33.3%
Q1 2023$305,833
-96.2%
4,265
-96.5%
0.00%
-95.8%
Q4 2022$8,068,179
-97.2%
122,505
+1237.7%
0.07%
+2300.0%
Q3 2022$288,288,000
+89990.0%
9,158
+89.8%
0.00%0.0%
Q2 2022$320,000
+3.9%
4,825
+26.9%
0.00%0.0%
Q1 2022$308,000
-2.5%
3,802
+5.8%
0.00%0.0%
Q4 2021$316,000
+14.5%
3,593
+4.4%
0.00%0.0%
Q3 2021$276,000
-14.0%
3,443
-25.1%
0.00%
-25.0%
Q4 2020$321,0004,5940.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 2,324,535$166,692,405100.00%
Platt Investment Counsel, LLC 318,000$22,803,81130.48%
Verde Capital Management 477,375$34,232,52514.28%
IMPACTfolio, LLC 188,942$13,549,03011.34%
Financial Network Wealth Management LLC 218,901$15,697,3917.77%
LEO BROKERAGE, LLC 696,180$49,967,7417.46%
Cedar Wealth Management, LLC 251,080$18,004,9747.37%
EQ LLC 85,006$6,095,7874.63%
Atlantic Private Wealth, LLC 52,252$3,746,9913.94%
Affinity Capital Advisors, LLC 168,716$12,098,6033.76%
View complete list of VANGUARD WORLD FD shareholders