Key FInancial Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$42,098
-3.1%
3300.0%0.01%
-9.1%
Q1 2024$43,461
+12.3%
3300.0%0.01%0.0%
Q4 2023$38,702
+10.6%
330
+19.6%
0.01%
-8.3%
Q3 2023$34,980
+16.9%
276
+4.2%
0.01%
+20.0%
Q2 2023$29,916
-1.2%
2650.0%0.01%
-9.1%
Q1 2023$30,271
+12.5%
2650.0%0.01%
-15.4%
Q4 2022$26,919
-0.3%
2650.0%0.01%0.0%
Q3 2022$27,0000.0%2650.0%0.01%
-13.3%
Q2 2022$27,000
+285.7%
265
+289.7%
0.02%
+400.0%
Q1 2022$7,000
+40.0%
680.0%0.00%0.0%
Q4 2021$5,0000.0%680.0%0.00%0.0%
Q3 2021$5,0000.0%680.0%0.00%0.0%
Q2 2021$5,0000.0%680.0%0.00%0.0%
Q1 2021$5,000
+25.0%
680.0%0.00%0.0%
Q4 2020$4,000
-42.9%
68
-65.7%
0.00%
-57.1%
Q1 2020$7,0001980.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders