KCM INVESTMENT ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 347 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$21,599,066
-13.8%
80,184
-9.4%
0.93%
-7.4%
Q2 2023$25,064,237
+14.9%
88,504
+2.5%
1.00%
+13.8%
Q1 2023$21,806,850
+123102.5%
86,347
+6.8%
0.88%
+15.9%
Q4 2022$17,700
-99.9%
80,815
+12.7%
0.76%
-2.3%
Q3 2022$16,860,000
+3.7%
71,723
+0.3%
0.78%
+9.9%
Q2 2022$16,259,000
-29.5%
71,479
-5.4%
0.71%
-15.9%
Q1 2022$23,057,000
-14.3%
75,537
-4.3%
0.84%
-9.8%
Q4 2021$26,892,000
+17.9%
78,940
+7.2%
0.94%
+3.1%
Q3 2021$22,818,000
+2.4%
73,615
+3.8%
0.91%
+0.8%
Q2 2021$22,273,000
+12.6%
70,932
+5.9%
0.90%
+2.7%
Q1 2021$19,784,000
+24.5%
66,977
+16.0%
0.88%
+14.5%
Q4 2020$15,889,000
+54.4%
57,740
+31.7%
0.77%
+34.4%
Q3 2020$10,290,000
-47.0%
43,857
-54.8%
0.57%
-47.8%
Q2 2020$19,425,000
+35.3%
97,127
-1.7%
1.09%
+12.9%
Q1 2020$14,354,000
+245.9%
98,757
+350.9%
0.97%
+330.2%
Q4 2019$4,150,000
-18.7%
21,903
-22.7%
0.22%
-24.2%
Q3 2019$5,106,000
-11.3%
28,346
-11.6%
0.30%
-13.9%
Q2 2019$5,754,000
+23.4%
32,075
+18.7%
0.34%
+14.6%
Q1 2019$4,661,000
+49.2%
27,031
+30.2%
0.30%
+45.4%
Q4 2018$3,125,000
+48.6%
20,758
+78.1%
0.21%
+72.5%
Q3 2018$2,103,000
+39.7%
11,654
+31.3%
0.12%
+29.0%
Q2 2018$1,505,000
-38.7%
8,874
-42.6%
0.09%
+24.0%
Q1 2018$2,454,000
+195.7%
15,468
+190.7%
0.08%
+53.1%
Q4 2017$830,000
+32.2%
5,321
+21.5%
0.05%
+28.9%
Q3 2017$628,000
+15.7%
4,378
+14.5%
0.04%
+11.8%
Q2 2017$543,000
+2.5%
3,8240.0%0.03%0.0%
Q1 2017$530,000
+7.7%
3,824
+0.1%
0.03%
+3.0%
Q4 2016$492,000
+2.5%
3,821
+0.2%
0.03%0.0%
Q3 2016$480,000
+10.6%
3,814
+7.1%
0.03%
+10.0%
Q2 2016$434,000
-0.2%
3,560
+1.6%
0.03%
-6.2%
Q1 2016$435,000
+7.7%
3,504
+6.1%
0.03%0.0%
Q4 2015$404,000
+3.9%
3,301
+0.1%
0.03%0.0%
Q3 2015$389,000
-4.9%
3,297
+0.2%
0.03%
-3.0%
Q2 2015$409,000
+1.5%
3,2890.0%0.03%
+3.1%
Q1 2015$403,000
+4.9%
3,2890.0%0.03%0.0%
Q4 2014$384,000
+7.9%
3,289
+0.3%
0.03%
-3.0%
Q3 2014$356,000
-0.6%
3,2790.0%0.03%0.0%
Q2 2014$358,000
+3.2%
3,2790.0%0.03%
-8.3%
Q1 2014$347,0003,2790.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 56,918$15,663,00015.18%
Beacon Capital Management, Inc. 690,479$190,006,0008.27%
Polianta Ltd 45,400$12,493,0006.90%
Paragon Wealth Strategies, LLC 63,864$17,574,0006.05%
Adaptive Financial Consulting, LLC 28,398$7,815,0005.93%
Sanctuary Wealth Management, L.L.C. 16,230$4,466,0005.42%
TRUST CO OF OKLAHOMA 48,892$13,454,101,0004.90%
Tatro Capital, LLC 18,166$4,999,0004.66%
Tranquilli Financial Advisor LLC 14,543$4,002,0003.63%
Curran Financial Partners, LLC 15,185$4,179,0003.58%
View complete list of VANGUARD WORLD FDS shareholders