IHT Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$873,366
-9.8%
8,303
-8.9%
0.04%
-12.0%
Q2 2023$968,450
+7.2%
9,110
-2.5%
0.05%
-3.8%
Q1 2023$903,057
+15.9%
9,342
-1.4%
0.05%
+6.1%
Q4 2022$779,065
+3.6%
9,472
+3.8%
0.05%
-14.0%
Q3 2022$752,000
-21.3%
9,129
-10.2%
0.06%
-32.1%
Q2 2022$956,000
-24.8%
10,169
-4.0%
0.08%
-12.5%
Q1 2022$1,271,000
-9.4%
10,589
+2.3%
0.10%
-6.8%
Q4 2021$1,403,000
+8.3%
10,349
+12.5%
0.10%
-1.9%
Q3 2021$1,296,000
-9.2%
9,203
-7.3%
0.10%
+15.4%
Q2 2021$1,428,000
+14.8%
9,927
+3.8%
0.09%
+2.2%
Q1 2021$1,244,000
+9.2%
9,566
+0.9%
0.09%
-6.3%
Q4 2020$1,139,000
+16.6%
9,479
-1.1%
0.10%
-3.1%
Q3 2020$977,000
+20.2%
9,589
+9.8%
0.10%
-11.7%
Q2 2020$813,000
+11.4%
8,734
-8.8%
0.11%
+5.7%
Q1 2020$730,000
-15.4%
9,582
+4.3%
0.10%
+2.9%
Q4 2019$863,000
+23.3%
9,188
+13.8%
0.10%
+7.4%
Q3 2019$700,000
+68.3%
8,071
+68.1%
0.10%
+58.3%
Q2 2019$416,000
+12.7%
4,800
+8.7%
0.06%
-1.6%
Q1 2019$369,000
+103.9%
4,417
+99.5%
0.06%
+24.5%
Q1 2018$181,000
-7.7%
2,214
+2.8%
0.05%
-5.8%
Q4 2017$196,000
-3.0%
2,153
-0.4%
0.05%
-39.5%
Q3 2017$202,000
+461.1%
2,162
-0.4%
0.09%
+405.9%
Q2 2017$36,000
-82.5%
2,170
+0.7%
0.02%
-87.6%
Q1 2017$206,000
-7.6%
2,154
-0.2%
0.14%
-18.9%
Q4 2016$223,0002,1590.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders