SC&H Financial Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
SC&H Financial Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$521,193
-43.5%
4,112
-49.7%
0.17%
-43.3%
Q2 2023$922,251
-57.2%
8,169
-56.7%
0.30%
-61.1%
Q1 2023$2,153,056
+9.8%
18,848
+16.6%
0.78%
-3.4%
Q4 2022$1,960,940
+34.1%
16,169
+12.3%
0.81%
+11.2%
Q3 2022$1,462,000
+2.9%
14,397
+0.8%
0.73%
+10.3%
Q2 2022$1,421,000
+32.9%
14,288
+43.0%
0.66%
+30.5%
Q1 2022$1,069,000
+144.6%
9,991
+77.5%
0.51%
+110.8%
Q4 2021$437,0005,6300.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders