Evolution Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,617,202
+12.3%
12,7600.0%0.36%
+13.5%
Q2 2023$1,440,476
-0.3%
12,760
+0.9%
0.32%
-8.4%
Q1 2023$1,445,010
-4.9%
12,650
+0.9%
0.35%
-9.4%
Q4 2022$1,520,245
+24.8%
12,535
+4.5%
0.38%
+14.7%
Q3 2022$1,218,000
+4.2%
11,990
+2.0%
0.33%
+12.8%
Q2 2022$1,169,000
-19.3%
11,750
-13.1%
0.30%
-0.3%
Q1 2022$1,448,000
+37.9%
13,525
-0.0%
0.30%
+86.8%
Q4 2021$1,050,000
+328.6%
13,530
+308.1%
0.16%
+200.0%
Q3 2021$245,000
-86.6%
3,315
-86.2%
0.05%
-85.8%
Q2 2021$1,829,000
+1.5%
24,105
-9.1%
0.37%
-7.5%
Q1 2021$1,802,000
+29.5%
26,505
-1.3%
0.40%
+28.0%
Q4 2020$1,392,000
+27.5%
26,845
-0.9%
0.31%
+5.0%
Q3 2020$1,092,000
-60.5%
27,100
-50.7%
0.30%
-67.0%
Q2 2020$2,765,000
+1262.1%
54,970
+936.2%
0.91%
+1004.9%
Q1 2020$203,000
-90.5%
5,305
-79.7%
0.08%
-84.6%
Q4 2019$2,126,000
+678.8%
26,090
+644.4%
0.53%
+309.2%
Q3 2019$273,000
-44.7%
3,505
-39.6%
0.13%
-39.3%
Q2 2019$494,000
-2.9%
5,805
+1.9%
0.21%
-8.5%
Q1 2019$509,000
-75.9%
5,695
-79.2%
0.23%
-75.7%
Q4 2018$2,109,00027,3530.96%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders