Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$21,989,373
-14.0%
93,532
-10.4%
0.22%
-15.6%
Q2 2023$25,561,901
+5.4%
104,411
+2.7%
0.26%
-2.7%
Q1 2023$24,247,715
+10.3%
101,685
+14.8%
0.26%
+34.9%
Q4 2022$21,976,486
-99.9%
88,597
-61.6%
0.20%
-29.3%
Q3 2022$25,802,777,000
+200356.6%
230,464
+321.6%
0.28%
+109.1%
Q2 2022$12,872,000
-39.3%
54,660
-34.4%
0.13%
-40.3%
Q1 2022$21,191,000
+2.1%
83,307
+6.9%
0.22%
+5.2%
Q4 2021$20,758,000
+13.7%
77,914
+5.4%
0.21%
+14.8%
Q3 2021$18,262,000
-6.7%
73,889
-6.7%
0.18%
-17.6%
Q2 2021$19,572,000
-0.9%
79,199
-8.2%
0.22%
-11.6%
Q1 2021$19,745,000
-3.5%
86,316
-6.2%
0.25%
+5.9%
Q4 2020$20,452,000
-99.8%
92,062
+41.3%
0.24%
-4.4%
Q3 2020$13,298,000,00065,1620.25%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders