EVOKE WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2024$498,518
+17.6%
1,5690.0%0.02%0.0%
Q3 2023$423,772
-4.8%
1,5690.0%0.02%0.0%
Q2 2023$445,197
+12.4%
1,5690.0%0.02%
+7.1%
Q1 2023$396,251
+15.3%
1,5690.0%0.01%
+16.7%
Q4 2022$343,642
-14.5%
1,569
-8.0%
0.01%
-25.0%
Q3 2022$402,000
+3.6%
1,7060.0%0.02%
+14.3%
Q2 2022$388,000
-25.5%
1,7060.0%0.01%
-17.6%
Q1 2022$521,000
-10.3%
1,7060.0%0.02%
-5.6%
Q4 2021$581,000
+9.4%
1,7060.0%0.02%
-10.0%
Q3 2021$531,000
-0.9%
1,7060.0%0.02%0.0%
Q2 2021$536,000
+6.3%
1,7060.0%0.02%
-13.0%
Q1 2021$504,000
+7.5%
1,7060.0%0.02%
-28.1%
Q4 2020$469,000
+17.2%
1,7060.0%0.03%0.0%
Q3 2020$400,000
+17.3%
1,7060.0%0.03%
-3.0%
Q2 2020$341,000
-99.9%
1,7060.0%0.03%
-5.7%
Q1 2020$247,967,000
-91.5%
1,706
-92.0%
0.04%
-90.6%
Q4 2019$2,926,947,000
+876.9%
21,383
+1189.7%
0.37%
+905.4%
Q3 2019$299,615,0001,6580.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,004,189$129,209,0007.35%
TRUST CO OF OKLAHOMA 63,709$8,197,437,0004.38%
Spruce Investment Advisors LLC 34,304$4,414,0003.43%
FIRST FINANCIAL CORP /IN/ 29,736$3,827,0002.28%
Greytown Advisors Inc. 12,786$1,645,0001.58%
Triangle Securities Wealth Management 13,685$1,761,0001.18%
Westside Investment Management, Inc. 12,672$1,675,597,0001.14%
CUE ADVISORY SERVICES, INC. 10,130$1,303,0001.06%
Visionary Asset Management, Inc. 23,887$3,074,0001.00%
CUMBERLAND ADVISORS INC 9,220$1,186,0000.84%
View complete list of VANGUARD WORLD FDS shareholders