EVOKE WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$901,237
-25.0%
7,063
-33.1%
0.03%
-23.8%
Q2 2023$1,202,211
+1.1%
10,558
+1.4%
0.04%
-2.3%
Q1 2023$1,189,210
+254.4%
10,411
+276.3%
0.04%
+258.3%
Q4 2022$335,540
+17.7%
2,767
-0.1%
0.01%0.0%
Q3 2022$285,000
-92.9%
2,769
-93.1%
0.01%
-91.9%
Q2 2022$3,997,000
-7.5%
40,180
-0.5%
0.15%
+4.2%
Q1 2022$4,322,000
+45.6%
40,373
+5.6%
0.14%
+51.1%
Q4 2021$2,968,000
+3.7%
38,237
-0.0%
0.09%
-13.0%
Q3 2021$2,862,000
-0.7%
38,252
+0.7%
0.11%
-0.9%
Q2 2021$2,883,000
+11.6%
37,9850.0%0.11%
-6.8%
Q1 2021$2,583,000
+31.1%
37,9850.0%0.12%
-12.0%
Q4 2020$1,970,000
+28.7%
37,9850.0%0.13%
+7.3%
Q3 2020$1,531,000
-23.3%
37,985
-4.3%
0.12%
-36.1%
Q2 2020$1,997,000
-99.8%
39,710
+22.7%
0.19%
+10.2%
Q1 2020$1,237,373,000
+1199.5%
32,375
+2575.6%
0.18%
+1366.7%
Q3 2019$95,219,0001,2100.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders