IEQ CAPITAL, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 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 Q1 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 42,538$7,200,9015.24%
Systelligence, LLC 76,754$12,992,9173.54%
Apella Capital, LLC 251,240$41,798,8232.33%
Diversified Trust Co 38,046$6,440,4260.22%
Capital Investment Advisors, LLC 43,354$7,339,0200.18%
CGN Advisors LLC 1,593$269,6920.04%
ST GERMAIN D J CO INC 70$11,8500.00%
COUNTRY TRUST BANK 280$47,3980.00%
View complete list of VANGUARD WORLD FD shareholders