Sound Income Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$13,692
-6.2%
330.0%0.00%0.0%
Q2 2023$14,591
-2.9%
33
-15.4%
0.00%
-50.0%
Q1 2023$15,033
+20.7%
390.0%0.00%0.0%
Q4 2022$12,457
+3.8%
390.0%0.00%0.0%
Q3 2022$12,000
+9.1%
39
+18.2%
0.00%
+100.0%
Q2 2022$11,000
-21.4%
330.0%0.00%
-50.0%
Q1 2022$14,000
+16.7%
33
+22.2%
0.00%
+100.0%
Q4 2021$12,000
+9.1%
270.0%0.00%0.0%
Q3 2021$11,0000.0%270.0%0.00%
-50.0%
Q2 2021$11,000
-99.9%
27
+8.0%
0.00%0.0%
Q1 2021$8,962,000
+99477.8%
250.0%0.00%0.0%
Q4 2020$9,000
+12.5%
250.0%0.00%0.0%
Q3 2020$8,000
+14.3%
250.0%0.00%0.0%
Q2 2020$7,000
+40.0%
250.0%0.00%0.0%
Q1 2020$5,000
-58.3%
25
-50.0%
0.00%0.0%
Q4 2019$12,000
+140.0%
50
+100.0%
0.00%0.0%
Q3 2019$5,0000.0%250.0%0.00%0.0%
Q2 2019$5,0000.0%250.0%0.00%0.0%
Q1 2019$5,000
+25.0%
250.0%0.00%0.0%
Q4 2018$4,000
-20.0%
250.0%0.00%0.0%
Q3 2018$5,0000.0%250.0%0.00%
-33.3%
Q2 2018$5,000
+25.0%
250.0%0.00%0.0%
Q1 2018$4,0000.0%250.0%0.00%0.0%
Q4 2017$4,000250.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders