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 ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders