Key FInancial Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 358 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$34,849
-2.3%
202
+3.1%
0.01%0.0%
Q2 2023$35,666
+2.3%
1960.0%0.01%
-7.7%
Q1 2023$34,853
+19.8%
1960.0%0.01%
-7.1%
Q4 2022$29,090
+0.3%
1960.0%0.01%0.0%
Q3 2022$29,000
-9.4%
1960.0%0.01%
-17.6%
Q2 2022$32,000
+10.3%
196
+29.8%
0.02%
+21.4%
Q1 2022$29,000
-3.3%
1510.0%0.01%
-6.7%
Q4 2021$30,000
+66.7%
151
+48.0%
0.02%
+50.0%
Q3 2021$18,000
-5.3%
1020.0%0.01%
-9.1%
Q2 2021$19,000
+5.6%
1020.0%0.01%
-8.3%
Q1 2021$18,000
+12.5%
1020.0%0.01%0.0%
Q4 2020$16,000
+60.0%
1020.0%0.01%
+20.0%
Q1 2020$10,0001020.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders