Evensky & Katz LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 376 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$3
+50.0%
190.0%0.00%
Q1 2024$20.0%190.0%0.00%
Q4 2023$2
-66.7%
19
-66.7%
0.00%
-100.0%
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. 1,515,659$154,400,0007.39%
Tatro Capital, LLC 45,469$4,632,0005.29%
Evensky & Katz LLC 248,383$25,303,0003.43%
Full Sail Capital, LLC 202,176$22,425,0002.81%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
BRANDYWINE OAK PRIVATE WEALTH LLC 148,178$15,094,0002.52%
Centered Wealth LLC dba Miller Equity Capital Advisors 16,175$1,648,0002.48%
Astor Investment Management LLC 93,816$9,557,0002.10%
FIRST FINANCIAL CORP /IN/ 23,962$2,441,0002.07%
LUCAS CAPITAL MANAGEMENT 14,180$1,445,0001.94%
View complete list of VANGUARD WORLD FDS shareholders