IEQ CAPITAL, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - 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 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders