Evercore Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 255 filers reported holding VANGUARD WORLD FDS in Q3 2015. The put-call ratio across all filers is 0.58 and the average weighting 0.5%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,349,670
-6.2%
3,253
-0.0%
0.02%
-3.8%
Q2 2023$1,438,719
+14.7%
3,2540.0%0.03%
+4.0%
Q1 2023$1,254,259
+20.7%
3,2540.0%0.02%
+13.6%
Q4 2022$1,039,310
-15.5%
3,254
-18.7%
0.02%
-21.4%
Q3 2022$1,230,000
-15.3%
4,003
-10.0%
0.03%
-9.7%
Q2 2022$1,453,000
-23.4%
4,449
-2.4%
0.03%
-8.8%
Q1 2022$1,898,000
-12.9%
4,557
-4.2%
0.03%
-2.9%
Q4 2021$2,180,000
+14.2%
4,7580.0%0.04%0.0%
Q3 2021$1,909,000
-11.5%
4,758
-12.0%
0.04%
-10.3%
Q2 2021$2,156,000
+8.5%
5,408
-2.4%
0.04%0.0%
Q1 2021$1,987,000
-4.7%
5,543
-5.9%
0.04%
-13.3%
Q4 2020$2,085,000
+123.7%
5,893
+96.9%
0.04%
+95.7%
Q3 2020$932,000
+38.5%
2,993
+23.9%
0.02%
+27.8%
Q2 2020$673,000
+31.4%
2,4150.0%0.02%
+5.9%
Q1 2020$512,000
+99.2%
2,415
+88.4%
0.02%
+112.5%
Q1 2019$257,000
+26.0%
1,282
+4.9%
0.01%0.0%
Q4 2018$204,000
+716.0%
1,222
+703.9%
0.01%
+700.0%
Q4 2017$25,000
+8.7%
1520.0%0.00%0.0%
Q3 2017$23,000
+9.5%
1520.0%0.00%0.0%
Q2 2017$21,0000.0%1520.0%0.00%0.0%
Q1 2017$21,000
+16.7%
1520.0%0.00%0.0%
Q4 2016$18,0000.0%1520.0%0.00%0.0%
Q3 2016$18,000
+12.5%
1520.0%0.00%0.0%
Q2 2016$16,000
-5.9%
1520.0%0.00%0.0%
Q1 2016$17,000
+6.2%
1520.0%0.00%0.0%
Q4 2015$16,000
+6.7%
1520.0%0.00%0.0%
Q3 2015$15,000
-6.2%
1520.0%0.00%0.0%
Q2 2015$16,0000.0%1520.0%0.00%0.0%
Q1 2015$16,000
+6.7%
1520.0%0.00%0.0%
Q3 2014$15,0000.0%1520.0%0.00%0.0%
Q2 2014$15,000
+7.1%
1520.0%0.00%0.0%
Q1 2014$14,000
+250.0%
152
+204.0%
0.00%
Q3 2013$4,000500.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2015
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders