Kestra Advisory Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 405 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$29,303,089
+466.9%
156,197
+464.7%
0.16%
+368.6%
Q1 2024$5,168,634
+5.0%
27,659
-4.9%
0.04%
-12.5%
Q4 2023$4,922,857
+106.6%
29,082
+85.4%
0.04%
+73.9%
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 Q1 2024
NameSharesValueWeighting ↓
Verus Financial Partners, Inc. 771,624$53,828,00025.41%
Brouwer & Janachowski, LLC 148,364$10,350,0005.59%
Capital Advantage, Inc. 143,504$10,011,0003.38%
Evensky & Katz LLC 199,802$13,938,0003.34%
BANCORPSOUTH INC 268,584$18,736,0002.31%
Ancora Advisors LLC 495,519$34,675,0002.25%
Paracle Advisors, LLC 54,285$3,786,0002.14%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 66,299$4,625,0001.79%
SOL Capital Management CO 66,925$4,669,0001.66%
Baker Ellis Asset Management LLC 62,918$4,389,0001.51%
View complete list of VANGUARD WORLD FD shareholders