James Hambro & Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
James Hambro & Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$684,995
-4.1%
2,9150.0%0.04%
-6.4%
Q2 2023$713,985
+2.8%
2,9150.0%0.05%
-7.8%
Q1 2023$694,819
-4.0%
2,9150.0%0.05%
-7.3%
Q4 2022$723,430
-14.0%
2,915
-22.6%
0.06%
-24.7%
Q3 2022$841,000
+57.5%
3,765
+66.2%
0.07%
+62.2%
Q2 2022$534,000
-7.5%
2,2650.0%0.04%
+9.8%
Q1 2022$577,000
-4.5%
2,2650.0%0.04%0.0%
Q4 2021$604,000
+7.9%
2,2650.0%0.04%
-2.4%
Q3 2021$560,000
+74.5%
2,265
+74.2%
0.04%
+68.0%
Q2 2021$321,000
+8.1%
1,3000.0%0.02%
-7.4%
Q1 2021$297,000
+2.1%
1,3000.0%0.03%
-18.2%
Q4 2020$291,000
+9.8%
1,3000.0%0.03%
-10.8%
Q3 2020$265,000
+5.6%
1,3000.0%0.04%
-5.1%
Q2 2020$251,0001,3000.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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