BREWIN DOLPHIN LTD - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
BREWIN DOLPHIN LTD ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$28,000
-30.0%
120
-23.6%
0.00%
-50.0%
Q1 2022$40,000
-4.8%
1570.0%0.00%0.0%
Q4 2021$42,000
-33.9%
157
-38.9%
0.00%
-33.3%
Q3 2021$63,520
+0.0%
2570.0%0.00%0.0%
Q2 2021$63,512
+8.0%
2570.0%0.00%0.0%
Q1 2021$58,789
+2.2%
2570.0%0.00%0.0%
Q4 2020$57,499
+134.9%
257
+114.2%
0.00%
+50.0%
Q3 2020$24,480
+5.9%
1200.0%0.00%0.0%
Q2 2020$23,118
+16.0%
1200.0%0.00%0.0%
Q1 2020$19,931
-13.4%
1200.0%0.00%0.0%
Q4 2019$23,009
+14.3%
1200.0%0.00%0.0%
Q3 2019$20,122
-3.6%
1200.0%0.00%0.0%
Q2 2019$20,873
+0.8%
1200.0%0.00%0.0%
Q1 2019$20,698
+7.4%
1200.0%0.00%
-33.3%
Q4 2018$19,272
-11.0%
1200.0%0.00%
+50.0%
Q3 2018$21,649
+13.4%
1200.0%0.00%0.0%
Q2 2018$19,097
+3.7%
1200.0%0.00%0.0%
Q1 2018$18,424
-0.4%
1200.0%0.00%0.0%
Q4 2017$18,497
+1.2%
1200.0%0.00%0.0%
Q3 2017$18,2741200.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
Morningstar Investment Management LLC 191,895$36,969,0005.10%
View complete list of VANGUARD WORLD FDS shareholders