IEQ CAPITAL, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

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 Q1 2023
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders