EVOKE WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 486 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$733,325
-6.2%
3,9920.0%0.03%
-3.7%
Q2 2023$781,798
+1.2%
3,9920.0%0.03%
-3.6%
Q1 2023$772,532
+1.0%
3,9920.0%0.03%0.0%
Q4 2022$764,747
+2.5%
3,992
-7.4%
0.03%
-6.7%
Q3 2022$746,000
-6.6%
4,3130.0%0.03%0.0%
Q2 2022$799,000
-3.2%
4,313
+2.5%
0.03%
+11.1%
Q1 2022$825,000
+67.3%
4,209
+70.6%
0.03%
+68.8%
Q4 2021$493,000
+11.0%
2,4670.0%0.02%
-5.9%
Q3 2021$444,000
-1.3%
2,4670.0%0.02%0.0%
Q2 2021$450,000
+9.2%
2,467
+6.7%
0.02%
-10.5%
Q1 2021$412,000
+2.5%
2,3120.0%0.02%
-29.6%
Q4 2020$402,000
+6.3%
2,3120.0%0.03%
-12.9%
Q3 2020$378,000
+9.2%
2,3120.0%0.03%
-8.8%
Q2 2020$346,000
-99.9%
2,3120.0%0.03%
-24.4%
Q1 2020$318,640,000
-8.8%
2,312
+4.3%
0.04%
+4.7%
Q3 2019$349,353,0002,2160.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 254,721$43,759,00012.65%
BCM ADVISORS, LLC 217,010$41,058,00012.08%
Weitzel Financial Services, Inc. 73,185$12,572,537,0008.83%
Blackston Financial Advisory Group, LLC 58,962$11,094,0007.81%
Blankinship & Foster, LLC 88,914$15,274,0007.42%
Beacon Capital Management, LLC 105,628$19,577,0006.52%
Milestone Advisory Partners 49,727$8,543,0006.41%
Curtis Advisory Group, LLC 90,000$15,461,0006.35%
SELDON CAPITAL LP 49,593$8,520,0006.08%
Elwood & Goetz Wealth Advisory Group, LLC 99,623$17,114,0005.78%
View complete list of VANGUARD WORLD FDS shareholders