Evolution Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 306 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.38 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 Q2 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,919,271$201,888,1017.48%
PGIM Custom Harvest LLC 1,401,694$147,444,2085.44%
STAPP WEALTH MANAGEMENT, PLLC 20,480$2,154,2914.15%
Tranquilli Financial Advisor LLC 50,691$5,332,1863.85%
CPR Investments Inc. 30,903$3,250,6873.49%
Crown Wealth Group, LLC 39,805$4,187,0353.15%
ARMSTRONG ADVISORY GROUP, INC 246,936$25,975,2362.84%
ALTFEST L J & CO INC 163,214$17,1682.71%
Sharper & Granite LLC 41,605$4,376,4752.54%
Axiom Financial Strategies, LLC 33,097$3,481,4692.34%
View complete list of VANGUARD WORLD FDS shareholders