IEQ CAPITAL, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$12,718,970
-4.7%
56,055
-1.2%
0.26%
-3.7%
Q2 2023$13,346,082
+10.2%
56,715
-4.2%
0.27%
-4.3%
Q1 2023$12,108,235
+18.3%
59,206
-0.4%
0.28%
-1.7%
Q4 2022$10,231,165
+16.1%
59,459
+17.6%
0.29%
+18.2%
Q3 2022$8,813,000
-24.6%
50,566
-21.4%
0.24%
-31.6%
Q2 2022$11,694,000
+127.2%
64,360
+194.4%
0.35%
+187.8%
Q1 2022$5,146,000
-10.1%
21,862
-0.5%
0.12%
-6.8%
Q4 2021$5,727,000
+11.6%
21,962
+0.5%
0.13%
-2.9%
Q3 2021$5,130,000
+1.5%
21,8490.0%0.14%
-8.7%
Q2 2021$5,055,00021,8490.15%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders