Evolution Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$336,174
-4.9%
1,2480.0%0.08%
-3.8%
Q2 2023$353,434
+12.1%
1,2480.0%0.08%
+2.6%
Q1 2023$315,182
-5.8%
1,248
-18.3%
0.08%
-9.5%
Q4 2022$334,663
-32.1%
1,528
-27.2%
0.08%
-37.8%
Q3 2022$493,000
-75.4%
2,098
-76.2%
0.14%
-73.4%
Q2 2022$2,008,000
+5637.1%
8,830
+3657.4%
0.51%
+3075.0%
Q4 2018$35,0002350.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 56,918$15,663,00015.18%
Beacon Capital Management, Inc. 690,479$190,006,0008.27%
Polianta Ltd 45,400$12,493,0006.90%
Paragon Wealth Strategies, LLC 63,864$17,574,0006.05%
Adaptive Financial Consulting, LLC 28,398$7,815,0005.93%
Sanctuary Wealth Management, L.L.C. 16,230$4,466,0005.42%
TRUST CO OF OKLAHOMA 48,892$13,454,101,0004.90%
Tatro Capital, LLC 18,166$4,999,0004.66%
Tranquilli Financial Advisor LLC 14,543$4,002,0003.63%
Curran Financial Partners, LLC 15,185$4,179,0003.58%
View complete list of VANGUARD WORLD FDS shareholders