Sound Income Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$25,047,000
+131726.3%
3680.0%0.00%0.0%
Q4 2020$19,000
+26.7%
3680.0%0.00%0.0%
Q3 2020$15,000
-21.1%
3680.0%0.00%
-33.3%
Q2 2020$19,000
+5.6%
368
-21.2%
0.01%0.0%
Q1 2020$18,000
-70.0%
467
-36.5%
0.01%
-40.0%
Q4 2019$60,000
+106.9%
736
+100.0%
0.01%
+11.1%
Q3 2019$29,000
-6.5%
3680.0%0.01%
-18.2%
Q2 2019$31,000
-40.4%
368
-36.9%
0.01%
-54.2%
Q1 2019$52,000
+33.3%
583
+14.5%
0.02%
+20.0%
Q4 2018$39,000
-27.8%
5090.0%0.02%
-23.1%
Q3 2018$54,000
+1.9%
5090.0%0.03%
-16.1%
Q2 2018$53,000
+960.0%
509
+825.5%
0.03%
+933.3%
Q1 2018$5,0000.0%550.0%0.00%0.0%
Q4 2017$5,000550.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders