Sound Income Strategies, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 265 filers reported holding VANGUARD WORLD FD in Q4 2019. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$33,808
-40.1%
149
-37.9%
0.00%
-50.0%
Q2 2023$56,477
+85.3%
240
+61.1%
0.01%
+100.0%
Q1 2023$30,472
+18.9%
1490.0%0.00%0.0%
Q4 2022$25,638
-1.4%
1490.0%0.00%
-25.0%
Q3 2022$26,000
-3.7%
1490.0%0.00%0.0%
Q2 2022$27,000
-22.9%
1490.0%0.00%0.0%
Q1 2022$35,000
-10.3%
1490.0%0.00%
-20.0%
Q4 2021$39,000
+11.4%
1490.0%0.01%0.0%
Q3 2021$35,000
+2.9%
1490.0%0.01%0.0%
Q2 2021$34,000
-99.9%
149
-31.7%
0.01%
-37.5%
Q1 2021$45,089,000
+150196.7%
218
+49.3%
0.01%
+14.3%
Q4 2020$30,000
-55.9%
146
-60.1%
0.01%
-63.2%
Q3 2020$68,000
+3.0%
366
-9.2%
0.02%
-5.0%
Q2 2020$66,000
+29.4%
4030.0%0.02%
+11.1%
Q1 2020$51,000
-56.8%
403
-50.0%
0.02%
-10.0%
Q4 2019$118,000
+122.6%
806
+100.0%
0.02%
+25.0%
Q3 2019$53,000
+12.8%
403
+10.1%
0.02%0.0%
Q2 2019$47,000
-55.7%
366
-57.0%
0.02%
-66.7%
Q1 2019$106,000
+16.5%
8520.0%0.05%0.0%
Q4 2018$91,000
-16.5%
8520.0%0.05%
-9.4%
Q3 2018$109,000
+87.9%
852
+75.3%
0.05%
+55.9%
Q2 2018$58,000
+5.5%
4860.0%0.03%
-5.6%
Q1 2018$55,0004860.04%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2019
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders