Key FInancial Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 360 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$222,500
-4.9%
8260.0%0.08%
-3.8%
Q2 2023$233,923
+12.1%
8260.0%0.08%
+2.6%
Q1 2023$208,606
+7.4%
8260.0%0.08%
-17.4%
Q4 2022$194,168
+0.1%
8260.0%0.09%
+1.1%
Q3 2022$194,000
+1.6%
8260.0%0.09%
-11.7%
Q2 2022$191,000
-24.2%
8260.0%0.10%
-17.6%
Q1 2022$252,000
-10.3%
8260.0%0.12%
-11.3%
Q4 2021$281,000
+9.8%
8260.0%0.14%
-2.8%
Q3 2021$256,000
-1.5%
8260.0%0.14%0.0%
Q2 2021$260,000
+21.5%
826
+13.8%
0.14%
+2.8%
Q1 2021$214,000
+16.3%
726
+8.8%
0.14%
+2.9%
Q4 2020$184,000
+85.9%
6670.0%0.14%
+34.3%
Q1 2020$99,0006670.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning DBA Harper Investing 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders