KCM INVESTMENT ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,618,109
-7.1%
38,361
-2.0%
0.28%
-0.3%
Q2 2023$7,121,046
+2.8%
39,133
+0.5%
0.29%
+1.8%
Q1 2023$6,927,169
+112445.4%
38,956
+7.7%
0.28%
+6.0%
Q4 2022$6,155
-99.9%
36,161
+4.0%
0.26%
+10.9%
Q3 2022$5,160,000
-36.9%
34,765
-31.9%
0.24%
-33.1%
Q2 2022$8,179,000
-17.8%
51,052
-0.4%
0.36%
-1.9%
Q1 2022$9,947,000
+6.5%
51,259
+8.0%
0.36%
+12.0%
Q4 2021$9,344,000
+20.0%
47,463
+5.6%
0.32%
+4.8%
Q3 2021$7,787,000
-6.5%
44,955
-2.4%
0.31%
-8.0%
Q2 2021$8,331,000
+10.6%
46,079
+5.8%
0.34%
+0.9%
Q1 2021$7,535,000
+19.8%
43,566
+8.7%
0.33%
+10.2%
Q4 2020$6,291,000
+116.0%
40,077
+85.2%
0.30%
+88.2%
Q3 2020$2,912,000
-33.1%
21,635
-40.0%
0.16%
-34.3%
Q2 2020$4,354,000
+20.5%
36,088
-3.9%
0.24%
+0.4%
Q1 2020$3,613,000
+257.4%
37,548
+398.2%
0.24%
+343.6%
Q4 2019$1,011,000
-15.8%
7,536
-20.7%
0.06%
-21.4%
Q3 2019$1,201,000
-8.3%
9,499
-7.0%
0.07%
-10.3%
Q2 2019$1,309,000
+24.0%
10,211
+19.0%
0.08%
+14.7%
Q1 2019$1,056,000
+11.4%
8,581
+0.3%
0.07%
+7.9%
Q4 2018$948,000
+126.8%
8,556
+168.5%
0.06%
+162.5%
Q3 2018$418,000
+80.2%
3,186
+80.5%
0.02%
+71.4%
Q2 2018$232,000
-44.2%
1,765
-45.2%
0.01%
+7.7%
Q1 2018$416,0003,2200.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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