Sound Income Strategies, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 285 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders