Evensky & Katz LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 9 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$60.0%57
+5.6%
0.00%
Q2 2023$6
-87.8%
54
-89.4%
0.00%
-100.0%
Q1 2023$49
-34.7%
509
-44.0%
0.00%
-42.9%
Q4 2022$75
-100.0%
909
-99.7%
0.01%
-99.8%
Q3 2022$25,290,000
-10.8%
307,032
+1.8%
2.99%
-7.5%
Q2 2022$28,353,000
-17.4%
301,533
+5.4%
3.24%
-4.6%
Q1 2022$34,328,000
-8.0%
285,950
+3.9%
3.39%
-5.6%
Q4 2021$37,319,000
-2.5%
275,295
+1.2%
3.60%
-10.1%
Q3 2021$38,283,000
-3.4%
271,956
-1.3%
4.00%
-1.0%
Q2 2021$39,639,000
+13.6%
275,617
+2.7%
4.04%
+4.8%
Q1 2021$34,892,000
+11.7%
268,382
+3.2%
3.86%
-0.2%
Q4 2020$31,249,000
+23.5%
259,973
+4.7%
3.86%
+12.7%
Q3 2020$25,303,000
+13.5%
248,383
+3.6%
3.43%
+6.6%
Q2 2020$22,294,000239,6483.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,393,875$118,368,0005.01%
Polianta Ltd 71,200$6,046,0001.89%
MEITAV INVESTMENT HOUSE LTD 327,900$26,660,0001.19%
PACIFIC SUN FINANCIAL CORP 13,136$1,137,0001.17%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,364$2,239,0000.94%
Visionary Asset Management, Inc. 31,991$2,741,0000.92%
TRUST CO OF OKLAHOMA 21,612$1,835,291,0000.91%
Heritage Trust Co 28,454$2,416,0000.91%
FIFTH THIRD SECURITIES, INC. 6,694$568,0000.88%
LUCAS CAPITAL MANAGEMENT 8,712$740,0000.70%
View complete list of VANGUARD WORLD FDS shareholders