Kestra Advisory Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,269,124
-17.3%
18,815
-14.3%
0.04%
-19.2%
Q2 2023$5,164,097
+37.1%
21,945
+19.2%
0.05%
+26.8%
Q1 2023$3,766,051
-1.2%
18,415
-16.9%
0.04%
+20.6%
Q4 2022$3,811,523
-99.9%
22,151
-53.5%
0.03%
-22.7%
Q3 2022$4,160,156,000
+30764.0%
47,686
-35.7%
0.04%
-68.3%
Q2 2022$13,479,000
+25.7%
74,189
+62.9%
0.14%
+24.1%
Q1 2022$10,724,000
-10.1%
45,555
-0.4%
0.11%
-7.4%
Q4 2021$11,927,000
+72.6%
45,741
+55.4%
0.12%
+75.4%
Q3 2021$6,909,000
+6.7%
29,427
+5.1%
0.07%
-6.8%
Q2 2021$6,476,000
-2.0%
27,987
-12.3%
0.07%
-11.9%
Q1 2021$6,606,000
-48.8%
31,901
-49.7%
0.08%
-44.0%
Q4 2020$12,906,000
-99.9%
63,466
+1.4%
0.15%
-30.9%
Q3 2020$11,611,000,00062,5950.22%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,626,424$623,998,72328.82%
Erickson Financial Group, LLC 93,707$16,124,16317.45%
Zeit Capital LLC 65,272$11,231,40310.91%
Greytown Advisors Inc. 106,758$18,369,9269.98%
Bernardo Wealth Planning LLC 123,532$21,256,1829.94%
BHK Investment Advisors, LLC 98,536$16,955,0869.54%
FC Advisory LLC 114,446$19,692,6789.31%
Blackston Financial Advisory Group, LLC 72,847$12,5359.10%
ANGELES WEALTH MANAGEMENT, LLC 280,422$48,252,1498.44%
Tower Wealth Partners, Inc. 54,227$9,330,8408.13%
View complete list of VANGUARD WORLD FD shareholders