Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 375 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$3,773,735
+53.4%
25,512
+47.9%
0.02%
+31.2%
Q1 2024$2,459,299
+44.9%
17,249
+39.3%
0.02%
+14.3%
Q4 2023$1,697,757
+6.7%
12,386
-0.8%
0.01%
-12.5%
Q3 2023$1,591,699
-41.9%
12,480
-35.3%
0.02%
-40.7%
Q2 2023$2,741,180
+3.5%
19,281
+7.4%
0.03%
-6.9%
Q1 2023$2,649,092
-42.6%
17,958
-40.3%
0.03%
-29.3%
Q4 2022$4,614,142
-99.8%
30,087
-29.2%
0.04%
+28.1%
Q3 2022$3,027,024,000
+60452.6%
42,514
+29.6%
0.03%
-37.3%
Q2 2022$4,999,000
+3.9%
32,813
+10.4%
0.05%
+2.0%
Q1 2022$4,810,000
+1.0%
29,729
-2.4%
0.05%
+4.2%
Q4 2021$4,764,000
+21.1%
30,463
+7.7%
0.05%
+23.1%
Q3 2021$3,935,000
+8.5%
28,281
+8.2%
0.04%
-4.9%
Q2 2021$3,627,000
+1.2%
26,138
+2.5%
0.04%
-10.9%
Q1 2021$3,585,000
-2.9%
25,511
-6.5%
0.05%
+7.0%
Q4 2020$3,691,000
-99.9%
27,291
+39.6%
0.04%
-8.5%
Q3 2020$2,526,000,00019,5470.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders