Evolution Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 293 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$379,000
-1.1%
3,6030.0%0.08%0.0%
Q2 2023$383,035
+10.0%
3,6030.0%0.08%
+1.2%
Q1 2023$348,302
+12.2%
3,603
-4.5%
0.08%
+7.7%
Q4 2022$310,329
-38.9%
3,773
-38.9%
0.08%
-43.9%
Q3 2022$508,000
-72.1%
6,171
-68.1%
0.14%
-69.8%
Q2 2022$1,819,000
+403.9%
19,340
+542.5%
0.46%
+521.6%
Q1 2022$361,000
-62.9%
3,010
-58.1%
0.07%
-49.7%
Q4 2021$974,000
+169.1%
7,185
+179.6%
0.15%
+88.5%
Q3 2021$362,000
-2.2%
2,5700.0%0.08%
+4.0%
Q2 2021$370,000
+8.5%
2,570
-2.1%
0.08%
-1.3%
Q1 2021$341,000
+7.9%
2,6250.0%0.08%
+7.0%
Q4 2020$316,000
-19.8%
2,625
-32.2%
0.07%
-34.3%
Q3 2020$394,000
+8.8%
3,870
-0.5%
0.11%
-9.2%
Q2 2020$362,000
+32.1%
3,890
+8.1%
0.12%
+7.2%
Q1 2020$274,000
-18.9%
3,6000.0%0.11%
+30.6%
Q4 2019$338,000
+8.3%
3,6000.0%0.08%
-43.0%
Q3 2019$312,000
+11.0%
3,600
+6.8%
0.15%
+15.5%
Q1 2019$281,000
-94.2%
3,370
-94.8%
0.13%
-94.2%
Q4 2018$4,837,00065,3002.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders