EVOKE WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

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 Q3 2023
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders