Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q4 2022
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders