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

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$369,677
-6.0%
2,024
+0.0%
0.05%
-11.5%
Q2 2023$393,369
-2.6%
2,023
-3.1%
0.05%
-5.5%
Q1 2023$403,873
+86.4%
2,087
+84.5%
0.06%
+19.6%
Q4 2022$216,675
+3.7%
1,131
-7.1%
0.05%
-2.1%
Q3 2022$209,000
-37.4%
1,217
-32.5%
0.05%
-32.9%
Q2 2022$334,000
-5.4%
1,804
+0.1%
0.07%
+4.5%
Q1 2022$353,000
-7.6%
1,802
-5.7%
0.07%
-6.9%
Q4 2021$382,000
+38.4%
1,910
+23.9%
0.07%
+24.1%
Q3 2021$276,000
-8.0%
1,541
-6.2%
0.06%
-7.9%
Q2 2021$300,000
-14.0%
1,642
-16.1%
0.06%
-22.2%
Q1 2021$349,000
+0.9%
1,956
-1.8%
0.08%
-4.7%
Q4 2020$346,000
+3.6%
1,991
-2.5%
0.08%
-3.4%
Q3 2020$334,000
+7.7%
2,043
-1.4%
0.09%
+1.1%
Q2 2020$310,000
-19.3%
2,073
-25.7%
0.09%
-34.6%
Q1 2020$384,000
+25.1%
2,789
+46.3%
0.13%
+52.9%
Q4 2019$307,0001,9060.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders