IEQ CAPITAL, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 244 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,765,299
+455.1%
16,782
+335.0%
0.04%
+300.0%
Q3 2022$318,000
-12.4%
3,8580.0%0.01%
-18.2%
Q2 2022$363,000
-53.1%
3,858
-40.2%
0.01%
-38.9%
Q1 2022$774,000
-36.8%
6,449
-28.6%
0.02%
-35.7%
Q4 2021$1,225,000
-3.7%
9,037
+0.0%
0.03%
-17.6%
Q3 2021$1,272,000
-2.1%
9,0330.0%0.03%
-10.5%
Q2 2021$1,299,000
+10.1%
9,033
-0.5%
0.04%
-22.4%
Q1 2021$1,180,000
+28.3%
9,079
+0.5%
0.05%0.0%
Q3 2020$920,000
+9.5%
9,0330.0%0.05%
-10.9%
Q2 2020$840,000
+22.1%
9,0330.0%0.06%0.0%
Q1 2020$688,000
-22.5%
9,033
-4.4%
0.06%
-29.5%
Q4 2019$888,0009,4490.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,393,875$118,368,0005.01%
Polianta Ltd 71,200$6,046,0001.89%
MEITAV INVESTMENT HOUSE LTD 327,900$26,660,0001.19%
PACIFIC SUN FINANCIAL CORP 13,136$1,137,0001.17%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,364$2,239,0000.94%
Visionary Asset Management, Inc. 31,991$2,741,0000.92%
TRUST CO OF OKLAHOMA 21,612$1,835,291,0000.91%
Heritage Trust Co 28,454$2,416,0000.91%
FIFTH THIRD SECURITIES, INC. 6,694$568,0000.88%
LUCAS CAPITAL MANAGEMENT 8,712$740,0000.70%
View complete list of VANGUARD WORLD FDS shareholders