Evercore Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 186 filers reported holding VANGUARD WORLD FDS in Q3 2015. The put-call ratio across all filers is 4.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2017$25,000
+8.7%
2500.0%0.00%0.0%
Q3 2017$23,000
+4.5%
2500.0%0.00%0.0%
Q2 2017$22,000
-8.3%
2500.0%0.00%0.0%
Q1 2017$24,000
-7.7%
2500.0%0.00%0.0%
Q4 2016$26,000
+8.3%
2500.0%0.00%0.0%
Q3 2016$24,000
-77.1%
250
-77.3%
0.00%
-80.0%
Q2 2016$105,000
+400.0%
1,100
+340.0%
0.01%
+400.0%
Q1 2016$21,0000.0%2500.0%0.00%0.0%
Q4 2015$21,0000.0%2500.0%0.00%0.0%
Q3 2015$21,000
-22.2%
2500.0%0.00%0.0%
Q2 2015$27,0000.0%2500.0%0.00%0.0%
Q1 2015$27,0002500.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2015
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders