Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 429 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$4,506,922
+75.6%
14,430
+78.6%
0.02%
+47.1%
Q1 2024$2,566,866
+30.1%
8,079
+24.7%
0.02%
+6.2%
Q4 2023$1,972,553
+18.6%
6,477
+4.9%
0.02%0.0%
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 Q1 2024
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 54,092$18,425,00013.43%
CABANA LLC 9,668$3,294,00011.58%
Beacon Capital Management, Inc. 730,779$248,947,0008.29%
Adaptive Financial Consulting, LLC 32,432$11,048,0006.31%
Grant/GrossMendelsohn, LLC 23,897$7,935,0006.30%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 255,880$87,170,0006.25%
Kinloch Capital, LLC 23,176$7,895,0004.89%
TRUST CO OF OKLAHOMA 42,460$14,464,424,0004.89%
EXCHANGE TRADED CONCEPTS, LLC 727,648$247,881,0004.80%
IronBridge Private Wealth, LLC 24,556$8,365,0004.35%
View complete list of VANGUARD WORLD FDS shareholders