Key FInancial Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 339 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 58,210$9,326,0009.78%
M Financial Asset Management, Inc. 8,134$1,303,0005.47%
Beacon Capital Management, LLC 86,949$16,874,0004.18%
Strengthening Families & Communities, LLC 30,221$5,856,0003.55%
CAPITAL WEALTH MANAGEMENT, LLC 29,636$4,748,0003.52%
WIN ADVISORS, INC 9,957$1,605,0003.15%
Pariax, LLC 17,411$2,789,0003.08%
Enterprise Trust & Investment Co 34,185$5,477,0002.29%
Berkeley Capital Partners, LLC 32,871$5,266,0002.17%
Cavalier Investments, LLC 31,020$4,970,0001.74%
View complete list of VANGUARD WORLD FDS shareholders