IEQ CAPITAL, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

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 Q1 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders