KCM INVESTMENT ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$25,052,682
-0.5%
238,166
+0.6%
1.08%
+6.9%
Q2 2023$25,175,271
+12.1%
236,810
+2.0%
1.01%
+11.1%
Q1 2023$22,449,867
+121883.6%
232,232
+3.8%
0.91%
+14.8%
Q4 2022$18,404
-99.9%
223,753
-16.5%
0.79%
-22.4%
Q3 2022$22,075,000
+7.7%
268,004
+22.9%
1.02%
+14.1%
Q2 2022$20,506,000
-27.4%
218,082
-7.3%
0.90%
-13.4%
Q1 2022$28,247,000
-9.9%
235,296
+1.8%
1.03%
-5.2%
Q4 2021$31,334,000
-0.9%
231,146
+2.9%
1.09%
-13.3%
Q3 2021$31,630,000
-1.9%
224,690
+0.2%
1.26%
-3.5%
Q2 2021$32,252,000
+18.2%
224,250
+6.9%
1.30%
+7.9%
Q1 2021$27,284,000
+20.5%
209,861
+11.4%
1.21%
+10.8%
Q4 2020$22,643,000
+37.1%
188,376
+16.2%
1.09%
+19.2%
Q3 2020$16,515,000
-35.9%
162,121
-41.5%
0.92%
-36.9%
Q2 2020$25,762,000
+24.3%
276,919
+1.8%
1.45%
+3.6%
Q1 2020$20,729,000
+43.4%
272,111
+76.8%
1.40%
+77.9%
Q4 2019$14,459,000
-1.0%
153,932
-8.7%
0.79%
-7.4%
Q3 2019$14,610,000
-1.9%
168,508
-1.9%
0.85%
-4.9%
Q2 2019$14,898,000
+12.4%
171,852
+8.3%
0.89%
+4.1%
Q1 2019$13,258,000
+33.8%
158,735
+18.7%
0.86%
+31.0%
Q4 2018$9,906,000
+100.9%
133,740
+135.9%
0.66%
+132.3%
Q3 2018$4,932,00056,6850.28%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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