Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 314 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,348,410
+113.2%
7,000
+126.2%
0.01%
+100.0%
Q1 2024$632,434
+31.7%
3,094
+22.4%
0.00%0.0%
Q4 2023$480,035
+21.9%
2,527
+10.7%
0.00%0.0%
Q3 2023$393,691
-21.8%
2,282
-17.5%
0.00%
-20.0%
Q2 2023$503,147
+2.2%
2,765
-0.1%
0.01%0.0%
Q1 2023$492,424
-29.4%
2,769
-32.4%
0.01%
-16.7%
Q4 2022$697,650
-99.9%
4,099
-53.1%
0.01%
-14.3%
Q3 2022$649,649,000
+70899.9%
8,744
+53.2%
0.01%
-22.2%
Q2 2022$915,000
-70.2%
5,709
-64.0%
0.01%
-71.9%
Q1 2022$3,073,000
-3.9%
15,838
-2.5%
0.03%0.0%
Q4 2021$3,197,000
+21.4%
16,240
+6.8%
0.03%
+23.1%
Q3 2021$2,633,000
+18.8%
15,202
+24.0%
0.03%
+4.0%
Q2 2021$2,216,000
+10.7%
12,255
+5.9%
0.02%0.0%
Q1 2021$2,001,000
+124.6%
11,572
+103.6%
0.02%
+150.0%
Q4 2020$891,000
-99.8%
5,684
+10234.5%
0.01%
+11.1%
Q3 2020$487,000,000550.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,316,853$160,129,0007.92%
Financial Planning & Information Services, Inc. 75,455$9,175,0003.30%
Heritage Trust Co 29,222$3,554,0001.37%
DOWLING & YAHNKE LLC 100,077$12,169,0001.28%
Cranbrook Wealth Management, LLC 20,709$2,518,0001.09%
Visionary Asset Management, Inc. 26,316$3,200,0000.93%
Richard Bernstein Advisors LLC 88,143$10,718,0000.82%
M Holdings Securities, Inc. 19,035$2,315,0000.79%
Madden Advisory Services, Inc. 9,751$1,185,0000.78%
Exchange Capital Management, Inc. 15,506$1,886,0000.64%
View complete list of VANGUARD WORLD FDS shareholders