SAGE RHINO CAPITAL LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 321 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
SAGE RHINO CAPITAL LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,872,977
-2.8%
10,857
+2.6%
0.53%
-1.9%
Q2 2023$1,926,076
+5.6%
10,585
+3.2%
0.54%
+0.8%
Q1 2023$1,823,647
+6.0%
10,256
+1.5%
0.53%
-2.7%
Q4 2022$1,720,140
+13.2%
10,107
-1.2%
0.55%
-10.3%
Q3 2022$1,519,000
-3.3%
10,232
+4.3%
0.61%
+1.5%
Q2 2022$1,571,000
-20.4%
9,807
-3.6%
0.60%
+0.5%
Q1 2022$1,973,000
+0.4%
10,168
+1.9%
0.60%
+8.7%
Q4 2021$1,965,000
+14.0%
9,983
+0.4%
0.55%
+5.0%
Q3 2021$1,723,000
-1.5%
9,948
+2.8%
0.52%
+1.4%
Q2 2021$1,749,000
+4.0%
9,677
-0.5%
0.52%
-6.5%
Q1 2021$1,682,000
+18.4%
9,725
+7.5%
0.55%
-1.4%
Q4 2020$1,421,000
+15.0%
9,050
-1.4%
0.56%
-6.0%
Q3 2020$1,236,000
+6.1%
9,183
-4.9%
0.60%
-2.9%
Q2 2020$1,165,000
+16.7%
9,657
-6.9%
0.62%
-14.2%
Q1 2020$998,000
-24.5%
10,376
+2.0%
0.72%
-4.7%
Q4 2019$1,321,000
+3.0%
10,173
+0.2%
0.75%
-6.6%
Q3 2019$1,283,000
-1.3%
10,150
+0.1%
0.80%
-3.5%
Q2 2019$1,300,000
+2.8%
10,141
-1.3%
0.83%
-0.2%
Q1 2019$1,265,00010,2740.84%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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