Idaho Trust Bank - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 971 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.

Quarter-by-quarter ownership
Idaho Trust Bank ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,404,746
+6.6%
5,281
+0.5%
0.72%
-6.0%
Q4 2023$1,317,422
-23.7%
5,255
-28.4%
0.76%
-32.0%
Q3 2023$1,725,626
-16.4%
7,340
-13.0%
1.12%
-13.4%
Q2 2023$2,064,5608,4331.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Wheelhouse Advisory Group LLC 54,425$14,355,35010.11%
Allied Investment Advisors, LLC 133,344$35,469,5048.32%
Morningstar Investment Management LLC 273,439$72,7357.60%
Wall Street Financial Group, Inc. 15,257$4,058,2506.90%
Beacon Capital Management, Inc. 583,712$155,267,5206.68%
PARAGON FINANCIAL PARTNERS, INC. 30,330$8,067,7576.29%
Essex Private Wealth Management, LLC 9,276$2,467,3976.28%
PGIM Custom Harvest LLC 1,054,252$280,430,9456.26%
ASSET PLANNING CORPORATION 29,161$7,756,6955.80%
Capital Advantage, Inc. 91,922$24,234,2084.97%
View complete list of VANGUARD WORLD FDS shareholders