Key Client Fiduciary Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,228 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Key Client Fiduciary Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$327,599
+10.0%
5680.0%0.16%
+3.2%
Q1 2024$297,912
+8.3%
5680.0%0.16%
-0.6%
Q4 2023$274,976
+17.3%
568
+0.5%
0.16%
+10.4%
Q3 2023$234,454
-15.7%
565
-10.2%
0.14%
-11.1%
Q2 2023$278,150
+3.8%
629
-9.5%
0.16%
-3.0%
Q1 2023$267,929
-5.4%
695
-21.6%
0.17%
-12.6%
Q4 2022$283,333
+24.3%
887
+62.2%
0.19%
+6.1%
Q1 2022$228,000
-8.8%
547
+0.4%
0.18%
-12.6%
Q4 2021$250,0005450.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 221,592$23,604,00010.13%
Landmark Financial Advisors, LLC 77,220$8,225,0008.64%
Annex Advisory Services, LLC 239,736$25,537,0008.22%
Beacon Capital Management, Inc. 780,291$83,117,0007.81%
BINGHAM OSBORN & SCARBOROUGH LLC 463,016$49,320,0005.89%
Stearns Financial Services Group 165,812$17,662,0005.44%
WBH ADVISORY INC 174,843$18,624,0005.22%
TRUST CO OF OKLAHOMA 95,727$10,196,840,0005.02%
iAB Financial Bank 59,445$6,332,0004.34%
Archford Capital Strategies, LLC 57,931$6,170,828,0004.25%
View complete list of VANGUARD WORLD FDS shareholders