VDC VANGUARD CONSUMER

Ownership history in IHT Wealth Management, LLC  ·  19 quarters on record

AI Ownership Summary

IHT Wealth Management, LLC reported VANGUARD CONSUMER (VDC) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows VDC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IHT Wealth Management, LLC's position in VANGUARD CONSUMER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VDC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IHT Wealth Management, LLC held VDC — position size vs. price
% of Fund (quarterly)    VDC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 963 +47 +5.1% 0.01% $206K 2025-11-14 $208.25
2025 Q2 ADDED 916 +1 +0.1% 0.01% $201K 2025-08-14 $217.77
2025 Q1 REDUCED 915 -184 -16.7% 0.01% $200K 2025-05-15 $214.87
2024 Q4 REDUCED 1,099 -894 -44.9% 0.01% $232K 2025-02-14 $215.12
2024 Q3 ADDED 1,993 +1,007 +102.1% 0.01% $435K 2024-11-14 $207.86
2024 Q2 REDUCED 986 -508 -34.0% 0.01% $200K 2024-08-14 $202.07
2024 Q1 REDUCED 1,494 -384 -20.4% 0.01% $305K 2024-05-15 $197.01
2023 Q4 ADDED 1,878 +586 +45.4% 0.02% $359K 2024-02-14 $183.35
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IHT Wealth Management, LLC and VDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has IHT Wealth Management, LLC reported owning VDC?

IHT Wealth Management, LLC reported VDC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VDC position in IHT Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VDC was 0.02% in 2023 Q4.

What is the latest reported VDC position on this page?

The most recent filing on this page is 2025 Q3, when IHT Wealth Management, LLC reported 963 shares, equal to 0.01% of portfolio, with an estimated market value of $206K.

What does the chart on this VDC ownership page compare?

The chart compares IHT Wealth Management, LLC's quarterly VDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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