IEQ CAPITAL, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 312 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

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 Q4 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders