IEQ CAPITAL, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 524 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,966,779
-7.7%
10,767
-1.7%
0.04%
-7.0%
Q2 2023$2,130,558
+8.6%
10,957
+8.0%
0.04%
-6.5%
Q1 2023$1,962,649
-1.6%
10,142
-2.6%
0.05%
-17.9%
Q4 2022$1,995,554
+16.2%
10,417
+4.2%
0.06%
+19.1%
Q3 2022$1,718,00010,0000.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders