EVOKE WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 358 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$399,813
-5.2%
2,3060.0%0.01%
-6.7%
Q2 2023$421,527
+2.8%
2,3060.0%0.02%0.0%
Q1 2023$410,053
+4.5%
2,3060.0%0.02%
+7.1%
Q4 2022$392,481
+8.7%
2,306
-4.8%
0.01%
-6.7%
Q3 2022$361,000
+80.5%
2,422
+94.1%
0.02%
+114.3%
Q2 2022$200,000
-17.4%
1,2480.0%0.01%
-12.5%
Q1 2022$242,000
+139.6%
1,248
+142.3%
0.01%
+166.7%
Q4 2021$101,000
+13.5%
5150.0%0.00%0.0%
Q3 2021$89,000
-4.3%
5150.0%0.00%
-25.0%
Q2 2021$93,000
-5.1%
515
-8.8%
0.00%0.0%
Q1 2021$98,000
+21.0%
565
+9.7%
0.00%
-20.0%
Q4 2020$81,000
+17.4%
5150.0%0.01%
-16.7%
Q3 2020$69,000
+11.3%
5150.0%0.01%0.0%
Q2 2020$62,000
-99.9%
515
-13.2%
0.01%
-25.0%
Q1 2020$57,064,000
-21.5%
593
+3.7%
0.01%
-11.1%
Q3 2019$72,652,0005720.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders