Evercore Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 97 filers reported holding VANGUARD WORLD FD in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2017$117,000
+6.4%
1,5270.0%0.00%0.0%
Q3 2017$110,000
+3.8%
1,5270.0%0.00%0.0%
Q2 2017$106,000
+1.0%
1,5270.0%0.00%0.0%
Q1 2017$105,000
+2.9%
1,5270.0%0.00%0.0%
Q4 2016$102,000
+6.2%
1,5270.0%0.00%0.0%
Q3 2016$96,000
+2.1%
1,5270.0%0.00%0.0%
Q2 2016$94,000
+3.3%
1,5270.0%0.00%0.0%
Q1 2016$91,000
+1.1%
1,5270.0%0.00%0.0%
Q4 2015$90,000
+7.1%
1,5270.0%0.00%0.0%
Q3 2015$84,000
-7.7%
1,5270.0%0.00%0.0%
Q2 2015$91,0000.0%1,5270.0%0.00%0.0%
Q1 2015$91,0001,5270.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2017
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders