Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

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 Q1 2023
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders