Key FInancial Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 348 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.21 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 Q4 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders