EVOKE WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 377 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,249,993
-5.1%
6,3890.0%0.04%
-4.3%
Q2 2023$1,317,604
+8.3%
6,3890.0%0.05%
+4.5%
Q1 2023$1,217,168
+4.3%
6,3890.0%0.04%
+4.8%
Q4 2022$1,166,887
+5.3%
6,389
-8.7%
0.04%
-6.7%
Q3 2022$1,108,000
-3.1%
7,0010.0%0.04%
+7.1%
Q2 2022$1,144,000
-15.9%
7,0010.0%0.04%
-6.7%
Q1 2022$1,361,000
+185.3%
7,001
+197.7%
0.04%
+200.0%
Q4 2021$477,000
+7.7%
2,3520.0%0.02%
-11.8%
Q3 2021$443,000
-4.1%
2,3520.0%0.02%
-5.6%
Q2 2021$462,000
+2.4%
2,352
-1.3%
0.02%
-10.0%
Q1 2021$451,000
+12.8%
2,382
+1.3%
0.02%
-25.9%
Q4 2020$400,000
+17.6%
2,3520.0%0.03%
-3.6%
Q3 2020$340,000
+11.1%
2,3520.0%0.03%
-6.7%
Q2 2020$306,000
-99.9%
2,352
-5.2%
0.03%
-23.1%
Q1 2020$273,679,000
-21.8%
2,481
+4.1%
0.04%
-9.3%
Q3 2019$349,941,0002,3840.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders