Kestra Advisory Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,382,840
-30.5%
15,690
-28.4%
0.02%
-32.4%
Q2 2023$3,430,542
+36.2%
21,926
+24.6%
0.03%
+25.9%
Q1 2023$2,519,166
-20.4%
17,599
-26.3%
0.03%
-3.6%
Q4 2022$3,163,698
-99.9%
23,895
-42.9%
0.03%0.0%
Q3 2022$2,613,611,000
+83804.0%
41,834
+77.0%
0.03%
-12.5%
Q2 2022$3,115,000
-15.0%
23,633
+2.6%
0.03%
-15.8%
Q1 2022$3,665,000
+98.8%
23,045
+110.1%
0.04%
+100.0%
Q4 2021$1,844,000
-83.8%
10,970
-85.3%
0.02%
-83.3%
Q3 2021$11,407,000
+830.4%
74,855
+830.0%
0.11%
+714.3%
Q2 2021$1,226,000
+14.8%
8,049
+5.7%
0.01%0.0%
Q1 2021$1,068,000
-67.5%
7,617
-69.3%
0.01%
-63.2%
Q4 2020$3,289,000
-99.6%
24,772
+21440.9%
0.04%
+123.5%
Q3 2020$927,000,0001150.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders