EverSource Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$178,250
+87.8%
1,406
+67.2%
0.02%
+90.0%
Q2 2023$94,906
+6.9%
841
+8.2%
0.01%
-9.1%
Q1 2023$88,785
-22.8%
777
-18.0%
0.01%
-35.3%
Q4 2022$114,973
+33.7%
948
+12.5%
0.02%
-15.0%
Q3 2022$86,000
-23.9%
843
-26.0%
0.02%
-31.0%
Q2 2022$113,0000.0%1,139
+7.9%
0.03%0.0%
Q1 2022$113,000
+8.7%
1,056
-21.2%
0.03%0.0%
Q4 2021$104,0001,3400.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders