Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,018 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$41,362,837
+31.8%
71,737
+19.8%
0.23%
+10.0%
Q1 2024$31,389,503
+12.3%
59,865
+3.6%
0.21%
-7.5%
Q4 2023$27,955,154
+26.9%
57,759
+8.8%
0.23%
+4.6%
Q3 2023$22,032,435
-9.8%
53,103
-3.8%
0.22%
-11.1%
Q2 2023$24,418,286
-1.8%
55,225
-14.4%
0.24%
-9.6%
Q1 2023$24,865,961
+30.9%
64,508
+8.5%
0.27%
+59.8%
Q4 2022$18,989,244
-99.9%
59,451
-57.1%
0.17%
-25.9%
Q3 2022$21,330,309,000
+95986.8%
138,656
+104.0%
0.23%0.0%
Q2 2022$22,199,000
-33.6%
67,980
-15.3%
0.23%
-34.5%
Q1 2022$33,428,000
-7.2%
80,262
+2.1%
0.35%
-4.7%
Q4 2021$36,021,000
+19.6%
78,620
+4.8%
0.36%
+21.3%
Q3 2021$30,107,000
+9.6%
75,026
+9.0%
0.30%
-3.5%
Q2 2021$27,458,000
+16.3%
68,856
+4.5%
0.31%
+4.0%
Q1 2021$23,612,000
-14.0%
65,864
-15.2%
0.30%
-5.7%
Q4 2020$27,454,000
-99.8%
77,667
+51.9%
0.32%
+6.4%
Q3 2020$16,006,000,00051,1460.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders