Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 287 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,063,918
-37.2%
32,065
-44.1%
0.04%
-38.5%
Q2 2023$6,474,129
-6.3%
57,349
-5.2%
0.06%
-13.3%
Q1 2023$6,906,970
-9.0%
60,465
-3.4%
0.08%
+11.9%
Q4 2022$7,587,762
-99.9%
62,564
-57.3%
0.07%
-16.2%
Q3 2022$7,444,437,000
+122563.3%
146,420
+140.0%
0.08%
+29.0%
Q2 2022$6,069,000
-25.7%
61,009
-20.0%
0.06%
-27.1%
Q1 2022$8,164,000
+62.4%
76,275
+17.8%
0.08%
+66.7%
Q4 2021$5,026,000
+12.6%
64,765
+7.2%
0.05%
+13.3%
Q3 2021$4,463,000
-6.2%
60,393
-3.7%
0.04%
-16.7%
Q2 2021$4,760,000
+26.8%
62,723
+13.6%
0.05%
+12.5%
Q1 2021$3,754,000
+70.5%
55,204
+31.2%
0.05%
+84.6%
Q4 2020$2,202,000
-99.8%
42,083
+35.2%
0.03%
+13.0%
Q3 2020$1,253,000,00031,1280.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders