Key FInancial Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 330 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$265,799
-3.7%
1,1300.0%0.06%
-8.6%
Q1 2024$275,890
+10.8%
1,1300.0%0.07%
+2.9%
Q4 2023$249,086
+13.1%
1,1300.0%0.07%
-8.1%
Q3 2023$220,327
-3.4%
1,130
+1.8%
0.07%
-2.6%
Q2 2023$228,138
+15.9%
1,110
+7.5%
0.08%
+5.6%
Q1 2023$196,797
+20.9%
1,0330.0%0.07%
-6.5%
Q4 2022$162,739
-0.2%
1,0330.0%0.08%0.0%
Q3 2022$163,000
-4.1%
1,0330.0%0.08%
-16.3%
Q2 2022$170,000
-15.4%
1,0330.0%0.09%
-8.0%
Q1 2022$201,000
-4.3%
1,0330.0%0.10%
-4.8%
Q4 2021$210,000
+10.5%
1,033
+2.2%
0.10%
-2.8%
Q3 2021$190,000
-5.0%
1,0110.0%0.11%
-3.6%
Q2 2021$200,000
+4.7%
1,0110.0%0.11%
-11.1%
Q1 2021$191,000
+11.0%
1,0110.0%0.13%
-1.6%
Q4 2020$172,000
+52.2%
1,0110.0%0.13%
+10.3%
Q1 2020$113,0001,0110.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 153,258$18,454,0006.06%
Spearhead Capital Advisors, LLC 69,446$8,554,0003.67%
Polianta Ltd 51,800$6,237,0003.10%
BRANDYWINE OAK PRIVATE WEALTH LLC 107,660$13,114,0002.95%
FIRST FINANCIAL CORP /IN/ 16,196$1,950,0001.57%
Madden Advisory Services, Inc. 18,884$2,273,0001.37%
NORTHERN CAPITAL MANAGEMENT LLC 35,833$4,315,0001.16%
Private Wealth Advisors, LLC 10,656$1,283,0001.04%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 10,373$1,249,0001.01%
Kingsview Wealth Management, LLC 30,851$3,715,0000.81%
View complete list of VANGUARD WORLD FDS shareholders