Evensky & Katz LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 77 filers reported holding VANGUARD WORLD FD in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2017$17,696,000
+3.7%
192,798
-2.5%
2.91%
-1.2%
Q3 2017$17,057,000
-3.9%
197,722
-7.6%
2.94%
-7.3%
Q2 2017$17,740,000
+2.4%
214,029
-0.1%
3.18%
-0.1%
Q1 2017$17,320,000
+6.2%
214,204
+0.3%
3.18%
+1.7%
Q4 2016$16,305,000
+5.3%
213,596
+1.7%
3.13%
+1.4%
Q3 2016$15,487,000
-0.6%
210,000
-3.6%
3.08%
-10.5%
Q2 2016$15,578,000
+2.5%
217,849
+0.4%
3.44%
-3.1%
Q1 2016$15,205,000
+9.1%
216,915
+8.6%
3.55%
+6.5%
Q4 2015$13,938,000
+7.6%
199,802
+0.7%
3.34%
-6.3%
Q3 2015$12,951,000
-7.0%
198,393
+0.2%
3.56%
-2.7%
Q2 2015$13,923,000
+3.3%
198,064
+3.4%
3.66%
+0.7%
Q1 2015$13,482,000
+1.1%
191,617
+0.9%
3.64%
-8.5%
Q4 2014$13,336,000
-0.5%
189,913
-4.3%
3.97%
-1.5%
Q3 2014$13,405,000
+0.5%
198,452
-0.4%
4.03%
-19.4%
Q2 2014$13,341,000
+3.4%
199,310
-1.3%
5.01%
+0.0%
Q1 2014$12,904,000
+0.3%
202,004
-0.8%
5.01%
+0.5%
Q4 2013$12,866,000
+10.5%
203,706
+0.4%
4.98%
+2.3%
Q3 2013$11,647,000
+9.6%
202,816
+4.3%
4.87%
+2.6%
Q2 2013$10,631,000194,5404.74%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2015
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 534,164$70,408,00020.04%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 197,074$25,976,0009.97%
Cadence Bank 464,918$61,281,0008.80%
Global Endowment Management, LP 687,821$90,662,0007.94%
Black Diamond Financial, LLC 110,418$14,554,0005.73%
Verus Financial Partners, Inc. 247,991$34,605,0004.96%
Gray Wealth Management Inc. 38,971$5,1373.11%
LEAVELL INVESTMENT MANAGEMENT, INC. 304,837$40,181,0003.08%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 264,447$34,857,0002.94%
TriaGen Wealth Management LLC 27,398$3,611,0002.56%
View complete list of VANGUARD WORLD FD shareholders