IEQ CAPITAL, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 574 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$17,019,373
+8.9%
54,166
-0.7%
0.23%
+1.8%
Q1 2024$15,630,960
+9.8%
54,537
-0.5%
0.22%
-5.1%
Q4 2023$14,230,370
+11.9%
54,836
-2.2%
0.24%
-8.5%
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 Q2 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders