Sound Income Strategies, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

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 Q2 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders