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. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders