Evercore Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 100 filers reported holding VANGUARD WORLD FD in Q1 2017. The put-call ratio across all filers is 0.79 and the average weighting 0.7%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2017$111,000
+2.8%
1,3410.0%0.00%0.0%
Q1 2017$108,000
+5.9%
1,3410.0%0.00%0.0%
Q4 2016$102,000
+3.0%
1,3410.0%0.00%0.0%
Q3 2016$99,000
+3.1%
1,3410.0%0.00%0.0%
Q2 2016$96,000
+2.1%
1,3410.0%0.00%0.0%
Q1 2016$94,0000.0%1,3410.0%0.00%0.0%
Q4 2015$94,000
+6.8%
1,3410.0%0.00%0.0%
Q3 2015$88,000
-6.4%
1,3410.0%0.00%0.0%
Q2 2015$94,0000.0%1,3410.0%0.00%0.0%
Q1 2015$94,0001,3410.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2017
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders