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

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 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$3,061,059
+11.7%
13,020
+16.3%
0.38%
+6.1%
Q2 2023$2,741,651
+4.6%
11,199
+1.8%
0.36%
-0.3%
Q1 2023$2,622,177
+67.7%
10,996
+74.5%
0.36%
+8.8%
Q4 2022$1,563,218
+8.9%
6,302
-1.8%
0.33%
+2.8%
Q3 2022$1,436,000
-6.0%
6,419
-1.0%
0.32%
+0.6%
Q2 2022$1,527,000
-17.7%
6,484
-11.1%
0.32%
-9.3%
Q1 2022$1,855,000
-4.4%
7,294
+0.2%
0.35%
-3.8%
Q4 2021$1,940,000
+3.0%
7,281
-4.4%
0.37%
-6.6%
Q3 2021$1,883,000
+2.1%
7,617
+2.1%
0.39%
+1.3%
Q2 2021$1,844,000
+5.0%
7,462
-2.8%
0.39%
-5.1%
Q1 2021$1,757,000
-0.5%
7,680
-2.6%
0.41%
-5.1%
Q4 2020$1,765,000
+13.3%
7,889
+3.3%
0.43%
+5.1%
Q3 2020$1,558,000
+11.0%
7,638
+4.9%
0.41%
+3.8%
Q2 2020$1,403,000
-10.1%
7,283
-22.5%
0.40%
-26.7%
Q1 2020$1,560,000
-6.5%
9,394
+7.9%
0.54%
+14.4%
Q4 2019$1,669,000
+115.1%
8,707
+88.1%
0.47%
+103.9%
Q3 2019$776,000
+176.2%
4,629
+186.4%
0.23%
+178.3%
Q2 2019$281,0001,6160.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 605,489$61,215,0007.24%
Beacon Capital Management, Inc. 230,944$23,349,0006.98%
New England Investment & Retirement Group, Inc. 108,576$10,977,0006.83%
WBH ADVISORY INC 230,206$23,274,0004.70%
Richard C. Young & CO., LTD. 201,537$20,375,0004.42%
NewFocus Financial Group, LLC 43,270$4,375,0003.69%
Main Management LLC 134,168$13,564,0003.23%
NIEMANN CAPITAL MANAGEMENT INC 31,558$3,190,554,0002.20%
IMA Wealth, Inc. 36,230$3,663,0001.74%
RAND WEALTH, LLC 94,725$9,577,0001.70%
View complete list of VANGUARD WORLD FDS shareholders