Evercore Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 156 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2017$7,0000.0%750.0%0.00%
Q3 2017$7,0000.0%750.0%0.00%
Q2 2017$7,0000.0%750.0%0.00%
Q1 2017$7,000
-12.5%
750.0%0.00%
Q4 2016$8,000
+14.3%
750.0%0.00%
Q3 2016$7,0000.0%750.0%0.00%
Q2 2016$7,0000.0%750.0%0.00%
Q1 2016$7,000
+16.7%
750.0%0.00%
Q4 2015$6,0000.0%750.0%0.00%
Q3 2015$6,000
-14.3%
750.0%0.00%
Q2 2015$7,000
+16.7%
750.0%0.00%
Q1 2015$6,000
-14.3%
750.0%0.00%
Q3 2014$7,0000.0%750.0%0.00%
Q2 2014$7,000
-12.5%
75
-25.0%
0.00%
Q1 2014$8,000
-70.4%
100
-69.7%
0.00%
-100.0%
Q4 2013$27,0000.0%3300.0%0.00%
-50.0%
Q3 2013$27,000
+28.6%
330
+22.2%
0.00%
+100.0%
Q2 2013$21,0002700.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2017
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 1,338,689$110,107,1654.98%
Greytown Advisors Inc. 57,399$4,721,0682.56%
Crown Wealth Group, LLC 30,513$2,509,6942.36%
Sharper & Granite LLC 42,030$3,457,0032.30%
Axiom Financial Strategies, LLC 39,236$3,227,1932.03%
Full Sail Capital, LLC 233,938$19,241,3941.83%
ARMSTRONG ADVISORY GROUP, INC 166,789$13,718,3931.81%
Centered Wealth LLC dba Miller Equity Capital Advisors 31,410$2,583,4731.68%
Joule Financial, LLC 26,839$2,207,5401.46%
FIRST FINANCIAL CORP /IN/ 27,396$2,253,2931.38%
View complete list of VANGUARD WORLD FDS shareholders