Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.

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 Q4 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders