Sound View Wealth Advisors Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 452 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$684,742
+17.2%
2,542
+23.2%
0.08%
+10.4%
Q2 2023$584,242
+20.1%
2,063
+7.1%
0.08%
+14.9%
Q1 2023$486,411
+130.6%
1,926
+100.0%
0.07%
+48.9%
Q4 2022$210,916
-19.8%
963
-13.9%
0.04%
-23.7%
Q3 2022$263,000
+5.2%
1,118
+1.5%
0.06%
+13.5%
Q2 2022$250,000
-72.4%
1,101
-62.9%
0.05%
-69.8%
Q1 2022$905,000
+1.0%
2,964
+12.7%
0.17%
+1.8%
Q4 2021$896,000
-26.0%
2,630
-32.6%
0.17%
-33.2%
Q3 2021$1,210,000
+1.9%
3,902
+3.1%
0.25%
+1.2%
Q2 2021$1,188,0003,7830.25%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders