Idaho Trust Bank - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VFH and the CUSIP is 92204A405. A total of 616 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%.

About VANGUARD WORLD FDS

Vanguard World FDS is a popular investment option for those looking to diversify their portfolio. The fund is managed by Vanguard, a well-known investment management company that has been in business for over 40 years. The fund is designed to provide investors with exposure to a wide range of global markets, including developed and emerging markets.

One of the key benefits of investing in Vanguard World FDS is the low expense ratio. The fund has an expense ratio of just 0.10%, which is significantly lower than the industry average. This means that investors can keep more of their returns and benefit from the power of compounding over time.

Another benefit of investing in Vanguard World FDS is the diversification it provides. The fund invests in a wide range of companies across different sectors and geographies, which helps to spread risk and reduce volatility. This can be particularly beneficial for investors who are looking to minimize risk and achieve long-term growth.

Overall, Vanguard World FDS is a solid investment option for those looking to diversify their portfolio and benefit from low fees. While past performance is not a guarantee of future results, the fund has a strong track record of delivering solid returns over the long term. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Idaho Trust Bank ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,441,960
+28.4%
14,437
+18.6%
0.74%
+13.2%
Q4 2023$1,122,980
-18.8%
12,172
-29.4%
0.65%
-27.7%
Q3 2023$1,383,653
-17.6%
17,229
-16.7%
0.90%
-14.6%
Q2 2023$1,679,71120,6761.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 407,426$26,295,0007.79%
Ayalon Insurance Comp Ltd. 135,033$8,915,0006.42%
TRUST CO OF OKLAHOMA 214,108$13,818,531,0006.28%
EXECUTIVE WEALTH GROUP LLC 118,884$7,672,7645.98%
Beacon Capital Management, Inc. 1,895,488$122,335,0005.57%
DERBY & COMPANY, INC 111,952$7,225,0003.91%
Avantax Planning Partners, Inc. 836,348$53,978,0003.75%
Kingfisher Capital LLC 80,829$5,217,0003.34%
Principle Wealth Partners LLC 84,270$5,439,0003.11%
FIRST FINANCIAL CORP /IN/ 60,702$3,918,0002.93%
View complete list of VANGUARD WORLD FDS shareholders