EVOKE WEALTH, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 123 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$5,476,260
-19.8%
78,199
-0.2%
0.19%
-18.6%
Q2 2023$6,825,261
+3.3%
78,388
+7.4%
0.24%
-1.7%
Q1 2023$6,610,009
-15.6%
73,007
-22.8%
0.24%
-14.8%
Q4 2022$7,831,972
+105.6%
94,555
+115.3%
0.28%
+83.8%
Q3 2022$3,809,000
-3.2%
43,927
+11.8%
0.15%
+5.5%
Q2 2022$3,934,000
+9.5%
39,294
+33.1%
0.15%
+23.7%
Q1 2022$3,593,000
-8.6%
29,521
+5.1%
0.12%
-4.8%
Q4 2021$3,933,000
+6.6%
28,090
+3.1%
0.12%
-10.8%
Q3 2021$3,691,000
+9.4%
27,240
+9.3%
0.14%
+8.6%
Q2 2021$3,374,000
+20.7%
24,924
+11.9%
0.13%
+1.6%
Q1 2021$2,796,000
+54.2%
22,276
+87.2%
0.13%
+3.3%
Q4 2020$1,813,000
+170.6%
11,902
+194.0%
0.12%
+125.9%
Q3 2020$670,000
+26.2%
4,048
+26.7%
0.05%
+5.9%
Q2 2020$531,000
-99.9%
3,196
+0.4%
0.05%
-32.9%
Q1 2020$533,829,000
-49.7%
3,184
-67.3%
0.08%
-43.7%
Q4 2019$1,062,079,000
-12.6%
9,749
+14.0%
0.14%
-10.0%
Q3 2019$1,215,809,0008,5540.15%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 355,786$41,787,0008.14%
Almanack Investment Partners, LLC. 55,997$6,622,0003.70%
Cornerstone Management, Inc. 56,865$6,678,7943.55%
Proficio Capital Partners LLC 47,659$5,592,0002.32%
Beacon Capital Management, Inc. 325,285$38,205,0001.89%
HARVARD MANAGEMENT CO INC 44,006$5,169,0000.56%
Gilman Hill Asset Management, LLC 9,975$1,172,0000.51%
Voya Financial Advisors, Inc. 31,255$3,686,0000.26%
Cerity Partners LLC 25,796$2,491,0000.21%
Cognios Capital, LLC 4,732$556,0000.19%
View complete list of VANGUARD WORLD FD shareholders