IHT Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,200,946
-4.4%
9,362
-0.4%
0.11%
-6.7%
Q2 2023$2,301,577
-30.5%
9,401
-32.3%
0.12%
-36.5%
Q1 2023$3,311,652
+29.3%
13,888
+34.5%
0.19%
+17.4%
Q4 2022$2,561,042
-19.1%
10,325
-27.0%
0.16%
-33.2%
Q3 2022$3,166,000
+55.0%
14,151
+63.1%
0.24%
+33.9%
Q2 2022$2,043,000
-10.8%
8,675
-3.7%
0.18%
+3.4%
Q1 2022$2,291,000
-46.5%
9,007
-43.9%
0.17%
-44.8%
Q4 2021$4,279,000
+8.2%
16,060
+0.3%
0.32%
-2.2%
Q3 2021$3,956,000
-6.0%
16,006
-6.0%
0.32%
+20.6%
Q2 2021$4,209,000
+6.7%
17,031
-1.2%
0.27%
-6.0%
Q1 2021$3,944,000
-3.5%
17,241
-5.6%
0.28%
-16.5%
Q4 2020$4,085,000
+6.7%
18,259
-2.7%
0.34%
-11.5%
Q3 2020$3,827,000
+12.3%
18,761
+6.0%
0.38%
-17.8%
Q2 2020$3,408,000
+8.2%
17,691
-6.7%
0.47%
+2.9%
Q1 2020$3,150,000
-24.9%
18,968
-13.3%
0.45%
-8.5%
Q4 2019$4,193,000
+14.3%
21,869
-0.0%
0.50%
-0.6%
Q3 2019$3,668,000
-1.2%
21,876
+2.4%
0.50%
-7.4%
Q2 2019$3,714,000
+23.3%
21,354
+22.3%
0.54%
+7.4%
Q1 2019$3,012,000
+21.1%
17,465
+12.7%
0.50%
+4.8%
Q4 2018$2,488,000
+5.1%
15,495
+18.1%
0.48%
-6.4%
Q3 2018$2,367,000
+16.8%
13,121
+3.1%
0.51%
-1.2%
Q2 2018$2,026,000
+6.0%
12,732
-0.3%
0.52%
+1.0%
Q1 2018$1,912,000
-1.7%
12,770
+3.8%
0.51%
-0.4%
Q4 2017$1,946,000
+22.2%
12,303
+18.6%
0.52%
-24.0%
Q3 2017$1,593,000
+159200.0%
10,377
+44.2%
0.68%
Q2 2017$1,000
-99.7%
7,196
+185.6%
0.00%
-100.0%
Q1 2017$345,000
+32.7%
2,520
+24.5%
0.23%
+16.8%
Q4 2016$260,0002,0240.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders