EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$17,758,672
+12.5%
139,168
+0.1%
0.78%
+18.1%
Q2 2023$15,791,118
+1.6%
138,968
+2.2%
0.66%
-5.6%
Q1 2023$15,535,737
+0.2%
136,004
+6.4%
0.70%
-4.3%
Q4 2022$15,508,680
+22.0%
127,875
+3.1%
0.73%
+9.8%
Q3 2022$12,714,000
+7.2%
124,065
+4.1%
0.66%
+7.8%
Q2 2022$11,859,000
-20.7%
119,221
-14.7%
0.62%
+1.3%
Q1 2022$14,953,000
+42.7%
139,693
+3.5%
0.61%
+45.1%
Q4 2021$10,476,000
+8.7%
134,979
+3.5%
0.42%
-3.7%
Q3 2021$9,634,000
-2.1%
130,360
+0.5%
0.44%
-7.6%
Q2 2021$9,840,000
+24.7%
129,660
+11.7%
0.47%
+16.3%
Q1 2021$7,890,000
+112.7%
116,032
+62.3%
0.40%
+86.6%
Q4 2020$3,709,000
+19.0%
71,512
-7.5%
0.22%
+0.9%
Q3 2020$3,117,000
+5.7%
77,334
+31.9%
0.22%
-3.6%
Q2 2020$2,948,000
+20.5%
58,618
-8.4%
0.22%
-2.2%
Q1 2020$2,447,000
-13.8%
64,024
+83.8%
0.23%
-3.4%
Q4 2019$2,838,000
+6.1%
34,827
+1.6%
0.24%
-5.2%
Q3 2019$2,674,000
-9.6%
34,278
-1.4%
0.25%
-11.7%
Q2 2019$2,957,000
+13.0%
34,778
+18.8%
0.28%
+7.2%
Q1 2019$2,617,000
+15.9%
29,279
+0.0%
0.26%
+11.0%
Q4 2018$2,258,000
+437.6%
29,277
+631.9%
0.24%
+540.5%
Q3 2018$420,0004,0000.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,962$1,069,0008.16%
Allied Investment Advisors, LLC 102,389$9,152,0006.35%
Beacon Capital Management, Inc. 1,408,080$125,854,0005.73%
WELCH CAPITAL PARTNERS LLC/NY 103,650$9,264,0003.15%
Regis Management CO LLC 420,959$37,625,0002.96%
WP Advisors, LLC 29,658$26,509,0002.89%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 49,491$4,424,0002.77%
Summit Financial, LLC 148,591$13,281,028,0002.28%
STARR INTERNATIONAL CO INC 56,000$5,005,0002.00%
Private Harbour Investment Management & Counsel, LLC 18,704$1,672,0001.74%
View complete list of VANGUARD WORLD FDS shareholders