ICONIQ Capital, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
ICONIQ Capital, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$24,881,115
-7.1%
136,208
-1.1%
0.49%
+8.9%
Q2 2023$26,773,821
-1.0%
137,690
-1.4%
0.45%
+9.2%
Q1 2023$27,037,453
+1.0%
139,714
-0.1%
0.41%
+4.1%
Q4 2022$26,782,032
+12.3%
139,803
+1.4%
0.40%
+34.4%
Q3 2022$23,854,000
-6.8%
137,936
-0.1%
0.29%
-3.0%
Q2 2022$25,588,000
-4.9%
138,062
+0.6%
0.30%
+52.3%
Q1 2022$26,897,000
+13.3%
137,293
+15.6%
0.20%
+40.1%
Q4 2021$23,744,000
+74.4%
118,731
+56.3%
0.14%
+79.7%
Q3 2021$13,617,000
-45.0%
75,976
-44.0%
0.08%
-51.2%
Q2 2021$24,759,000
+2.4%
135,6560.0%0.16%
-40.4%
Q1 2021$24,178,000
+2.9%
135,656
+0.4%
0.27%
-53.4%
Q4 2020$23,490,000
+7.3%
135,060
+0.8%
0.58%
-54.2%
Q3 2020$21,887,000
+9.7%
133,978
+0.4%
1.28%
-9.6%
Q2 2020$19,952,000
+9.3%
133,395
+0.8%
1.41%
-14.5%
Q1 2020$18,246,000
-14.2%
132,392
+0.4%
1.65%
-10.0%
Q4 2019$21,267,000
+3.6%
131,927
+1.3%
1.83%
+120.7%
Q3 2019$20,526,000130,2020.83%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders