Key FInancial Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders