IEQ CAPITAL, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 324 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$33,707,572
+4.5%
170,853
-1.0%
0.45%
-1.9%
Q1 2024$32,249,743
+10.9%
172,578
+0.5%
0.46%
-4.3%
Q4 2023$29,082,763
+11.2%
171,802
-0.3%
0.48%
-9.0%
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 Q2 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,011$55,055,00018.93%
Global Endowment Management, LP 1,410,500$154,380,00011.55%
Cadence Bank 423,487$46,350,0009.56%
Black Diamond Financial, LLC 120,205$13,156,0008.59%
Verus Financial Partners, Inc. 290,062$31,747,0006.84%
HILLTOP WEALTH ADVISORS, LLC 31,873$3,489,0003.82%
Gray Wealth Management Inc. 37,583$4,1123.55%
Capital Advantage, Inc. 84,579$9,257,0003.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 302,549$33,117,0003.22%
Heartwood Wealth Advisors LLC 196,488$14,456,0002.86%
View complete list of VANGUARD WORLD FD shareholders