KCM INVESTMENT ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 334 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$9,349,737
+22.5%
73,771
+9.1%
0.40%
+31.7%
Q2 2023$7,632,267
+7.7%
67,608
+9.0%
0.31%
+6.6%
Q1 2023$7,088,314
+97804.9%
62,053
+3.9%
0.29%
-8.0%
Q4 2022$7,240
-99.9%
59,696
+1.9%
0.31%
+13.5%
Q3 2022$5,951,000
-16.2%
58,589
-17.9%
0.28%
-11.3%
Q2 2022$7,101,000
-9.4%
71,390
-2.5%
0.31%
+8.0%
Q1 2022$7,839,000
+52.2%
73,236
+10.3%
0.29%
+60.3%
Q4 2021$5,152,000
+18.3%
66,381
+12.6%
0.18%
+3.5%
Q3 2021$4,355,000
+67.4%
58,935
+72.0%
0.17%
+64.8%
Q2 2021$2,601,000
+39.6%
34,274
+25.1%
0.10%
+26.5%
Q1 2021$1,863,000
+52.5%
27,393
+16.3%
0.08%
+40.7%
Q4 2020$1,222,000
-51.5%
23,559
-62.3%
0.06%
-57.9%
Q3 2020$2,519,000
-38.7%
62,481
-23.5%
0.14%
-39.4%
Q2 2020$4,106,000
+24.6%
81,638
-5.3%
0.23%
+4.1%
Q1 2020$3,296,000
-48.7%
86,242
+9.5%
0.22%
-36.4%
Q4 2019$6,419,000
-32.6%
78,773
-35.5%
0.35%
-36.9%
Q3 2019$9,522,000
-19.5%
122,048
-12.2%
0.55%
-21.9%
Q2 2019$11,824,000
+278.5%
139,073
+297.9%
0.71%
+250.5%
Q1 2019$3,124,000
+51.1%
34,950
+30.4%
0.20%
+47.4%
Q4 2018$2,067,000
+118.7%
26,802
+198.2%
0.14%
+153.7%
Q3 2018$945,000
+154.0%
8,987
+153.7%
0.05%
+134.8%
Q2 2018$372,000
-30.3%
3,542
-38.8%
0.02%
+43.8%
Q1 2018$534,000
+105.4%
5,784
+185.6%
0.02%
-40.7%
Q1 2014$260,0002,0250.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders