IHT Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 538 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$200,446
-34.3%
986
-34.0%
0.01%
-41.7%
Q1 2024$305,039
-15.0%
1,494
-20.4%
0.01%
-25.0%
Q4 2023$358,668
+51.9%
1,878
+45.4%
0.02%
+33.3%
Q3 2023$236,072
-19.8%
1,292
-14.6%
0.01%
-20.0%
Q2 2023$294,285
-43.5%
1,513
-43.8%
0.02%
-50.0%
Q1 2023$521,111
+44.1%
2,693
+42.7%
0.03%
+30.4%
Q4 2022$361,569
-8.5%
1,887
-18.0%
0.02%
-23.3%
Q3 2022$395,000
+967.6%
2,301
+736.7%
0.03%
+200.0%
Q1 2018$37,000
-17.8%
275
-10.1%
0.01%
-16.7%
Q4 2017$45,000
+7.1%
3060.0%0.01%
-33.3%
Q3 2017$42,000
+2000.0%
306
+418.6%
0.02%
+1700.0%
Q2 2017$2,000
-75.0%
590.0%0.00%
-80.0%
Q1 2017$8,000
-85.5%
59
-85.6%
0.01%
-88.1%
Q4 2016$55,0004110.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders