IEQ CAPITAL, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$13,709,515
-6.0%
33,043
+0.1%
0.28%
-5.1%
Q2 2023$14,591,779
+13.9%
33,001
-0.7%
0.29%
-1.0%
Q1 2023$12,809,428
+21.8%
33,231
+0.9%
0.30%
+0.7%
Q4 2022$10,517,791
+5.0%
32,929
+1.1%
0.30%
+7.3%
Q3 2022$10,015,000
-5.7%
32,582
+0.2%
0.28%
-14.6%
Q2 2022$10,616,000
-21.6%
32,510
+0.0%
0.32%0.0%
Q1 2022$13,533,000
-12.5%
32,494
-3.8%
0.32%
-10.1%
Q4 2021$15,471,000
+15.2%
33,766
+0.9%
0.36%
+0.6%
Q3 2021$13,426,000
+0.7%
33,456
+0.0%
0.36%
-9.2%
Q2 2021$13,338,000
+28.7%
33,446
+15.7%
0.39%
-8.4%
Q1 2021$10,363,000
+1.6%
28,906
+0.3%
0.43%
-5.5%
Q4 2020$10,195,000
+10.3%
28,817
-2.9%
0.45%
-8.9%
Q3 2020$9,247,000
+8.6%
29,690
-2.8%
0.50%
-10.1%
Q2 2020$8,516,000
+30.8%
30,556
-0.6%
0.55%
+5.7%
Q1 2020$6,513,000
-39.8%
30,736
-30.5%
0.52%
-44.9%
Q4 2019$10,822,00044,1990.95%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders