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 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 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 Q4 2021
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders