Evercore Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$208,769
-4.0%
8880.0%0.00%0.0%
Q2 2023$217,400
+2.7%
8880.0%0.00%0.0%
Q1 2023$211,752
-3.9%
8880.0%0.00%
-20.0%
Q4 2022$220,268
+5.4%
8880.0%0.01%
+25.0%
Q2 2022$209,000
+4.5%
888
+12.7%
0.00%0.0%
Q1 2022$200,000
-4.8%
7880.0%0.00%
+33.3%
Q4 2021$210,000
-49.6%
788
-53.3%
0.00%
-62.5%
Q2 2021$417,000
+8.0%
1,6880.0%0.01%0.0%
Q1 2021$386,000
+2.1%
1,6880.0%0.01%0.0%
Q4 2020$378,000
+68.8%
1,688
+29.8%
0.01%
+14.3%
Q1 2019$224,000
+7.2%
1,3000.0%0.01%
-12.5%
Q4 2018$209,000
+93.5%
1,300
+85.7%
0.01%
+100.0%
Q4 2017$108,000
+0.9%
7000.0%0.00%0.0%
Q3 2017$107,000
+3.9%
7000.0%0.00%0.0%
Q2 2017$103,000
+7.3%
7000.0%0.00%0.0%
Q1 2017$96,000
+7.9%
7000.0%0.00%0.0%
Q4 2016$89,000
-4.3%
7000.0%0.00%0.0%
Q3 2016$93,000
+2.2%
7000.0%0.00%0.0%
Q2 2016$91,000
+5.8%
7000.0%0.00%0.0%
Q1 2016$86,000
-7.5%
7000.0%0.00%0.0%
Q4 2015$93,000
+8.1%
7000.0%0.00%0.0%
Q3 2015$86,000
-12.2%
7000.0%0.00%0.0%
Q2 2015$98,000
+3.2%
7000.0%0.00%0.0%
Q1 2015$95,0007000.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders