Sound Income Strategies, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 180 filers reported holding VANGUARD WORLD FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,594
-2.9%
500.0%0.00%0.0%
Q2 2023$7,823
+9.3%
500.0%0.00%0.0%
Q1 2023$7,157
+8.1%
500.0%0.00%0.0%
Q4 2022$6,620
+10.3%
500.0%0.00%0.0%
Q3 2022$6,000
-14.3%
500.0%0.00%0.0%
Q2 2022$7,000
-12.5%
500.0%0.00%0.0%
Q1 2022$8,0000.0%500.0%0.00%0.0%
Q4 2021$8,0000.0%500.0%0.00%0.0%
Q3 2021$8,0000.0%500.0%0.00%0.0%
Q2 2021$8,000
-99.9%
500.0%0.00%0.0%
Q1 2021$7,012,000
+100071.4%
500.0%0.00%
-50.0%
Q4 2020$7,000
+16.7%
500.0%0.00%0.0%
Q3 2020$6,000
+20.0%
500.0%0.00%
+100.0%
Q2 2020$5,0000.0%500.0%0.00%
-50.0%
Q1 2020$5,000
-16.7%
500.0%0.00%
+100.0%
Q4 2019$6,000500.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2019
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders