IHT Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 208 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$381,227
-5.5%
1,955
-0.4%
0.02%
-9.5%
Q2 2023$403,544
-0.3%
1,963
-7.6%
0.02%
-8.7%
Q1 2023$404,725
-10.8%
2,124
-14.5%
0.02%
-17.9%
Q4 2022$453,619
+14.6%
2,484
-1.1%
0.03%
-6.7%
Q3 2022$396,000
+23.4%
2,512
+27.6%
0.03%
+7.1%
Q2 2022$321,000
-16.6%
1,968
-0.5%
0.03%
-3.4%
Q1 2022$385,000
-58.9%
1,977
-57.2%
0.03%
-58.0%
Q4 2021$937,000
+8.2%
4,618
+0.2%
0.07%
-1.4%
Q3 2021$866,000
-2.5%
4,610
+2.0%
0.07%
+25.0%
Q2 2021$888,000
+4.3%
4,520
+0.5%
0.06%
-8.2%
Q1 2021$851,000
+12.4%
4,498
+1.0%
0.06%
-3.2%
Q4 2020$757,000
+17.0%
4,455
-0.3%
0.06%
-3.1%
Q3 2020$647,000
+14.5%
4,468
+2.8%
0.06%
-15.6%
Q2 2020$565,000
+11.4%
4,346
-5.5%
0.08%
+5.5%
Q1 2020$507,000
-46.2%
4,601
-24.8%
0.07%
-34.8%
Q4 2019$942,000
+8.7%
6,121
+3.1%
0.11%
-5.1%
Q3 2019$867,000
+2.8%
5,936
+2.6%
0.12%
-3.3%
Q2 2019$843,000
+10.1%
5,784
+5.7%
0.12%
-4.7%
Q1 2019$766,000
+13.6%
5,473
-2.2%
0.13%
-1.5%
Q4 2018$674,000
-53.7%
5,597
-43.2%
0.13%
-58.7%
Q3 2018$1,455,000
+12.5%
9,847
+3.4%
0.32%
-4.5%
Q2 2018$1,293,000
+14.2%
9,523
+14.5%
0.33%
+8.6%
Q1 2018$1,132,000
-4.3%
8,315
+2.9%
0.30%
-2.9%
Q4 2017$1,183,000
+8.6%
8,083
+0.6%
0.31%
-32.5%
Q3 2017$1,089,000
-2.2%
8,036
+47.5%
0.46%
-13.9%
Q2 2017$1,113,000
+296.1%
5,448
+138.6%
0.54%
+188.2%
Q1 2017$281,000
+9.8%
2,283
+7.0%
0.19%
-3.6%
Q4 2016$256,0002,1340.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders