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Vanguard World shares owned by Harbour Investments

Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Harbour Investments from 13F filings

Historical chart of Harbour Investments investment in Vanguard World

Tip: Access up to 7 years of quarterly data

All positions including Vanguard World held by Harbour Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard World by Harbour Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 20k 64.88
2024-06-30 $564k 9.1k 62.06
2024-03-31 $318k 5.1k 62.75

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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Harbour Investments

Top funds holding Vanguard World

Vanguard Group
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Branch Banking & Trust Company
SageView Advisory Group
DeDora Capital
Modera Wealth Management
Hanson & Doremus Investment Management
Adviser Investments
Old Mission Capital
Mariner Wealth Advisors
Jane Street
Goss Wealth Management
HPM Partners
Stewardship Advisors

View all funds holding Vanguard World