Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 424 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$4,230,221
+9.6%
33,160
+13.1%
0.02%
-7.7%
Q1 2024$3,859,849
+15.8%
29,308
+3.1%
0.03%
-3.7%
Q4 2023$3,333,509
-18.0%
28,424
-11.4%
0.03%
-32.5%
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 Q2 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders