M Holdings Securities, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 95 filers reported holding VANGUARD WORLD FD in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$222
-12.6%
2,141
-15.0%
0.05%
+76.9%
Q1 2023$254
-1.9%
2,518
+0.0%
0.03%
-3.7%
Q4 2022$259
-100.0%
2,517
-65.4%
0.03%
-62.5%
Q3 2022$653,000
+169.8%
7,266
+189.0%
0.07%
+188.0%
Q2 2022$242,000
-66.1%
2,514
-62.2%
0.02%
-53.7%
Q1 2022$713,000
+1.7%
6,646
-9.7%
0.05%
-15.6%
Q1 2021$701,000
+13.6%
7,362
-6.8%
0.06%
-55.2%
Q1 2019$617,000
+9.4%
7,901
+0.1%
0.14%
-18.3%
Q4 2018$564,000
-8.7%
7,895
+2.3%
0.18%
+8.0%
Q3 2018$618,000
+6.2%
7,721
-1.2%
0.16%
+1.2%
Q2 2018$582,000
-10.5%
7,818
-10.9%
0.16%
-19.2%
Q1 2018$650,000
-22.6%
8,775
-44.5%
0.20%
+57.1%
Q4 2017$840,000
+56.4%
15,814
+111.4%
0.13%
-25.4%
Q3 2017$537,000
-6.0%
7,482
-9.1%
0.17%
-13.3%
Q2 2017$571,000
+5.5%
8,229
+4.3%
0.20%
-6.7%
Q1 2017$541,000
+66.5%
7,892
+63.2%
0.21%
+85.0%
Q4 2016$325,000
+22.6%
4,837
+14.5%
0.11%
-6.6%
Q3 2016$265,0004,2240.12%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2016
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders