Idaho Trust Bank - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
Idaho Trust Bank ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$443,170
+16.3%
3,474
+7.0%
0.23%
+2.3%
Q4 2023$380,916
-42.5%
3,248
-37.8%
0.22%
-48.7%
Q3 2023$662,333
+17.8%
5,226
+4.9%
0.43%
+22.1%
Q2 2023$562,2954,9810.35%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
M Financial Asset Management, Inc. 11,423$1,4474.88%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
View complete list of VANGUARD WORLD FDS shareholders