IHT Wealth Management, LLC - 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 Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$733,797
-11.3%
5,752
-8.4%
0.03%
-18.2%
Q1 2024$827,282
-4.0%
6,282
-14.5%
0.03%
-13.2%
Q4 2023$861,673
-11.0%
7,347
-3.8%
0.04%
-22.4%
Q3 2023$967,655
+130.2%
7,635
+105.0%
0.05%
+122.7%
Q2 2023$420,416
-78.8%
3,724
-78.5%
0.02%
-80.5%
Q1 2023$1,981,563
+2.8%
17,347
+9.1%
0.11%
-6.6%
Q4 2022$1,927,529
+3.9%
15,893
-13.0%
0.12%
-14.2%
Q3 2022$1,856,000
+128.3%
18,273
+123.6%
0.14%
+95.8%
Q2 2022$813,000
-11.9%
8,174
-5.2%
0.07%
+2.9%
Q1 2022$923,000
+189.3%
8,625
+105.3%
0.07%
+250.0%
Q2 2021$319,000
+52.6%
4,201
+36.4%
0.02%
+33.3%
Q1 2021$209,000
+2.5%
3,081
+23.2%
0.02%
-37.5%
Q4 2019$204,000
-6.0%
2,501
-2.6%
0.02%
-25.0%
Q2 2019$217,000
+72.2%
2,568
+84.2%
0.03%
-5.9%
Q1 2018$126,000
-8.0%
1,394
+5.3%
0.03%
-5.6%
Q4 2017$137,000
+168.6%
1,324
+143.4%
0.04%
+63.6%
Q3 2017$51,000
-31.1%
544
-8.0%
0.02%
-38.9%
Q2 2017$74,000
+32.1%
591
+1.7%
0.04%
-2.7%
Q1 2017$56,000
-5.1%
581
+3.6%
0.04%
-17.8%
Q4 2016$59,0005610.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders