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

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,897,629
+1.2%
21,445
+7.8%
1.11%
-4.0%
Q2 2023$8,794,826
+17.3%
19,891
+2.3%
1.15%
+12.1%
Q1 2023$7,495,015
+54.1%
19,444
+27.7%
1.03%0.0%
Q4 2022$4,865,208
+2.3%
15,232
-1.5%
1.03%
-3.5%
Q3 2022$4,755,000
-8.3%
15,470
-2.5%
1.07%
-1.8%
Q2 2022$5,183,000
-22.3%
15,873
-0.9%
1.08%
-14.5%
Q1 2022$6,674,000
-9.9%
16,024
-0.8%
1.27%
-9.3%
Q4 2021$7,404,000
+13.2%
16,160
-0.8%
1.40%
+2.4%
Q3 2021$6,539,000
+4.1%
16,294
+3.4%
1.37%
+3.4%
Q2 2021$6,284,000
+10.8%
15,759
-0.4%
1.32%
+0.1%
Q1 2021$5,670,000
+0.7%
15,817
-0.6%
1.32%
-4.1%
Q4 2020$5,632,000
+16.5%
15,920
+2.6%
1.38%
+8.1%
Q3 2020$4,833,000
+18.1%
15,518
+5.7%
1.27%
+10.4%
Q2 2020$4,093,000
+34.3%
14,686
+2.1%
1.15%
+9.5%
Q1 2020$3,047,000
-12.1%
14,382
+1.6%
1.05%
+7.7%
Q4 2019$3,466,000
+24.3%
14,157
+9.5%
0.98%
+17.7%
Q3 2019$2,788,000
+10.3%
12,934
+7.9%
0.83%
+11.2%
Q2 2019$2,528,00011,9890.75%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders