IEQ CAPITAL, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$26,160,724
-3.3%
172,257
-0.3%
0.53%
-2.6%
Q2 2023$27,041,096
+8.0%
172,831
-1.2%
0.55%
-5.9%
Q1 2023$25,031,685
+58.9%
174,875
+47.0%
0.58%
+31.5%
Q4 2022$15,753,643
+37.5%
118,985
+29.6%
0.44%
+40.0%
Q3 2022$11,459,000
-17.8%
91,806
-13.2%
0.32%
-25.4%
Q2 2022$13,933,000105,7080.42%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders