Evolution Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$270,480
-8.1%
1,391
-8.5%
0.06%
-15.5%
Q1 2023$294,344
-0.3%
1,521
-1.3%
0.07%
-4.1%
Q4 2022$295,209
+11.4%
1,5410.0%0.07%
+1.4%
Q3 2022$265,000
+29.9%
1,541
+40.1%
0.07%
+40.4%
Q2 2022$204,000
-8.1%
1,100
-3.1%
0.05%
+13.0%
Q1 2022$222,000
-2.2%
1,1350.0%0.05%
+35.3%
Q4 2021$227,000
+11.8%
1,1350.0%0.03%
-22.7%
Q3 2021$203,000
-2.4%
1,135
-0.4%
0.04%
+4.8%
Q2 2021$208,000
+57.6%
1,140
+54.1%
0.04%
+44.8%
Q1 2021$132,000
+2.3%
7400.0%0.03%0.0%
Q4 2020$129,000
-69.7%
740
-71.6%
0.03%
-75.0%
Q3 2020$426,000
-69.5%
2,610
-72.1%
0.12%
-74.7%
Q2 2020$1,398,000
+8.5%
9,3500.0%0.46%
-12.1%
Q1 2020$1,289,000
-23.0%
9,350
-9.9%
0.52%
+24.3%
Q4 2019$1,673,000
+2.6%
10,380
-0.4%
0.42%
-46.1%
Q3 2019$1,631,000
+5.2%
10,4200.0%0.78%
+16.1%
Q2 2019$1,550,000
+11.8%
10,420
+9.2%
0.67%
+5.2%
Q1 2019$1,386,000
+10.7%
9,5450.0%0.64%
+11.6%
Q4 2018$1,252,0009,5450.57%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders