IEQ CAPITAL, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 323 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$503,401
-18.2%
2,449
-24.2%
0.01%
-28.6%
Q1 2023$615,554
+37.6%
3,231
+31.9%
0.01%
+7.7%
Q4 2022$447,337
+13.8%
2,449
-1.8%
0.01%
+18.2%
Q3 2022$393,000
-3.7%
2,4950.0%0.01%
-8.3%
Q2 2022$408,000
-15.9%
2,4950.0%0.01%0.0%
Q1 2022$485,000
-4.2%
2,4950.0%0.01%0.0%
Q4 2021$506,000
-17.3%
2,495
-23.4%
0.01%
-25.0%
Q3 2021$612,000
+24.9%
3,257
+30.5%
0.02%
+14.3%
Q2 2021$490,0002,4950.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders