Evolution Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,008,025
-10.5%
7,250
-4.6%
0.67%
-9.4%
Q2 2023$3,360,416
+29.0%
7,600
+12.4%
0.74%
+18.7%
Q1 2023$2,605,777
-3.1%
6,760
-19.7%
0.62%
-7.7%
Q4 2022$2,687,835
+33497.9%
8,415
+41975.0%
0.68%
+33750.0%
Q3 2021$8,0000.0%200.0%0.00%0.0%
Q2 2021$8,000
+14.3%
200.0%0.00%0.0%
Q1 2021$7,0000.0%200.0%0.00%0.0%
Q4 2020$7,000
-98.7%
20
-98.8%
0.00%
-98.6%
Q3 2020$533,000
+143.4%
1,712
+118.1%
0.15%
+102.8%
Q2 2020$219,000
-63.0%
785
-71.9%
0.07%
-69.9%
Q1 2020$592,000
-20.3%
2,793
-8.0%
0.24%
+28.5%
Q4 2019$743,000
+283.0%
3,035
+237.2%
0.19%
+102.2%
Q3 2019$194,000
-2.0%
900
-4.3%
0.09%
+7.0%
Q2 2019$198,000
-13.5%
940
-17.5%
0.09%
-18.1%
Q1 2019$229,000
-53.5%
1,140
-61.4%
0.10%
-53.3%
Q4 2018$493,0002,9550.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders