Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 388 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$13,350,985
-30.7%
73,088
-26.2%
0.13%
-32.1%
Q2 2023$19,266,300
+0.5%
99,081
+0.0%
0.19%
-7.2%
Q1 2023$19,173,489
-1.8%
99,077
-2.8%
0.21%
+19.5%
Q4 2022$19,532,669
-99.9%
101,961
-52.3%
0.17%
-11.7%
Q3 2022$18,393,375,000
+94225.0%
213,924
+103.3%
0.20%
-1.5%
Q2 2022$19,500,000
-21.9%
105,210
-17.5%
0.20%
-23.1%
Q1 2022$24,978,000
+14.5%
127,502
+16.8%
0.26%
+17.6%
Q4 2021$21,819,000
+17.1%
109,161
+5.0%
0.22%
+18.8%
Q3 2021$18,631,000
-0.3%
103,958
+1.5%
0.19%
-12.3%
Q2 2021$18,687,000
+3.5%
102,391
+1.1%
0.21%
-7.4%
Q1 2021$18,054,000
-11.8%
101,298
-14.4%
0.23%
-3.4%
Q4 2020$20,466,000
-99.9%
118,381
+21.2%
0.24%
-21.8%
Q3 2020$16,258,000,00097,6620.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 254,721$43,759,00012.65%
BCM ADVISORS, LLC 217,010$41,058,00012.08%
Weitzel Financial Services, Inc. 73,185$12,572,537,0008.83%
Blackston Financial Advisory Group, LLC 58,962$11,094,0007.81%
Blankinship & Foster, LLC 88,914$15,274,0007.42%
Beacon Capital Management, LLC 105,628$19,577,0006.52%
Milestone Advisory Partners 49,727$8,543,0006.41%
Curtis Advisory Group, LLC 90,000$15,461,0006.35%
SELDON CAPITAL LP 49,593$8,520,0006.08%
Elwood & Goetz Wealth Advisory Group, LLC 99,623$17,114,0005.78%
View complete list of VANGUARD WORLD FDS shareholders