Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 312 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$228,228,000
+52608.5%
5,530
+20.1%
0.00%
-50.0%
Q2 2022$433,000
-80.1%
4,606
-74.6%
0.00%
-82.6%
Q1 2022$2,175,000
-8.0%
18,116
+3.9%
0.02%
-4.2%
Q4 2021$2,363,000
+1.8%
17,432
+5.7%
0.02%
+4.3%
Q3 2021$2,321,000
-5.3%
16,491
-3.2%
0.02%
-17.9%
Q2 2021$2,450,000
+30.7%
17,038
+18.2%
0.03%
+16.7%
Q1 2021$1,874,000
+383.0%
14,416
+343.3%
0.02%
+500.0%
Q4 2020$388,0003,2520.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders