Sound Income Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$11,520
+17.6%
49
+22.5%
0.00%0.0%
Q2 2023$9,793
+2.7%
400.0%0.00%0.0%
Q1 2023$9,538
-3.9%
400.0%0.00%0.0%
Q4 2022$9,922
+10.2%
400.0%0.00%0.0%
Q3 2022$9,0000.0%400.0%0.00%0.0%
Q2 2022$9,000
-10.0%
400.0%0.00%0.0%
Q1 2022$10,000
-9.1%
400.0%0.00%0.0%
Q4 2021$11,000
+10.0%
400.0%0.00%0.0%
Q3 2021$10,0000.0%400.0%0.00%0.0%
Q2 2021$10,000
-99.9%
400.0%0.00%
-50.0%
Q1 2021$9,150,000
+101566.7%
400.0%0.00%0.0%
Q4 2020$9,000
+12.5%
400.0%0.00%0.0%
Q3 2020$8,0000.0%400.0%0.00%0.0%
Q2 2020$8,000
+14.3%
400.0%0.00%0.0%
Q1 2020$7,000
-56.2%
40
-50.0%
0.00%
-33.3%
Q4 2019$16,000
+128.6%
80
+100.0%
0.00%
+50.0%
Q3 2019$7,0000.0%400.0%0.00%0.0%
Q2 2019$7,000
-50.0%
40
-51.8%
0.00%
-66.7%
Q1 2019$14,000
+7.7%
830.0%0.01%
-14.3%
Q4 2018$13,000
-13.3%
830.0%0.01%0.0%
Q3 2018$15,000
+15.4%
830.0%0.01%
-12.5%
Q2 2018$13,0000.0%830.0%0.01%
-11.1%
Q1 2018$13,0000.0%830.0%0.01%0.0%
Q4 2017$13,000830.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders