Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 360 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,663,629
-8.7%
6,176
-4.0%
0.02%
-11.1%
Q2 2023$1,821,259
+24.0%
6,431
+10.6%
0.02%
+12.5%
Q1 2023$1,468,466
+10.9%
5,815
-3.8%
0.02%
+33.3%
Q4 2022$1,323,976
-99.9%
6,045
-63.5%
0.01%
-42.9%
Q3 2022$1,945,944,000
+82741.4%
16,540
+60.2%
0.02%
-12.5%
Q2 2022$2,349,000
-59.7%
10,327
-45.9%
0.02%
-60.7%
Q1 2022$5,829,000
-14.9%
19,098
-5.0%
0.06%
-11.6%
Q4 2021$6,846,000
+16.3%
20,095
+5.8%
0.07%
+16.9%
Q3 2021$5,885,000
+11.2%
18,986
+12.7%
0.06%
-1.7%
Q2 2021$5,290,000
+17.3%
16,847
+10.3%
0.06%
+5.3%
Q1 2021$4,510,000
+19.0%
15,267
+11.1%
0.06%
+29.5%
Q4 2020$3,789,000
-99.8%
13,747
+12174.1%
0.04%
+33.3%
Q3 2020$1,783,000,0001120.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders