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

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

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 2023
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