Key FInancial Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 372 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders