Kestra Advisory Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders