STEEL GROVE CAPITAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
STEEL GROVE CAPITAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,801,609
+68.0%
14,215
+49.6%
0.24%
+78.5%
Q2 2023$1,072,568
+35.4%
9,501
+37.0%
0.14%
+27.4%
Q1 2023$792,185
-9.1%
6,935
-3.5%
0.11%
-14.5%
Q4 2022$871,397
-81.8%
7,185
-92.2%
0.12%
-92.0%
Q4 2020$4,775,000
+27.2%
92,073
-1.2%
1.56%
+2.0%
Q3 2020$3,755,000
-19.9%
93,1610.0%1.53%
-27.3%
Q2 2020$4,686,000
+8.0%
93,161
-17.9%
2.10%
-25.7%
Q1 2020$4,338,000113,5002.83%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders