Key FInancial Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 371 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.12 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 Q1 2023
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 351,395$38,127,0009.91%
Beacon Capital Management, Inc. 447,945$48,602,0007.31%
TRUST CO OF OKLAHOMA 69,502$7,540,968,0003.78%
FUKOKU MUTUAL LIFE INSURANCE Co 97,200$10,546,0001.94%
BAILARD, INC. 51,180$5,553,0000.85%
RAND WEALTH, LLC 51,416$5,579,0000.81%
DSC Advisors, L.P. 9,696$1,052,0000.53%
1832 Asset Management L.P. 979,460$106,265,0000.35%
NEXT Financial Group, Inc 10,433$1,132,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 5,829$632,0000.22%
View complete list of VANGUARD WORLD FDS shareholders