Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q1 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders