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 ↓
Beacon Capital Management, Inc. 1,203,629$187,730,0008.13%
TRUST CO OF OKLAHOMA 59,450$9,272,416,0004.44%
FIRST FINANCIAL CORP /IN/ 22,359$3,487,0002.25%
Greytown Advisors Inc. 26,499$4,133,0002.12%
Spruce Investment Advisors LLC 5,068$790,0001.63%
Quantitative Advantage, LLC 33,432$5,214,0001.55%
Triangle Securities Wealth Management 16,870$2,631,0001.50%
Kingsview Wealth Management, LLC 25,487$3,975,0001.42%
Westside Investment Management, Inc. 13,774$2,214,426,0001.20%
CUE ADVISORY SERVICES, INC. 10,325$1,610,0001.06%
View complete list of VANGUARD WORLD FDS shareholders