M Holdings Securities, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$339
-30.5%
2,968
-26.2%
0.04%
-31.4%
Q4 2022$488
-99.9%
4,023
+2.5%
0.05%
+15.9%
Q3 2022$398,000
-6.8%
3,923
-8.6%
0.04%
+2.3%
Q2 2022$427,000
-27.4%
4,290
-21.9%
0.04%
-4.4%
Q1 2022$588,000
-7.5%
5,490
-41.3%
0.04%
-22.4%
Q1 2021$636,000
+22.3%
9,355
-9.5%
0.06%
-37.6%
Q2 2020$520,000
-8.9%
10,334
-30.8%
0.09%
+9.4%
Q1 2020$571,000
-60.4%
14,939
-15.5%
0.08%
-79.8%
Q4 2019$1,441,000
-4.7%
17,678
-8.8%
0.42%
-9.3%
Q3 2019$1,512,000
-11.2%
19,375
-3.3%
0.46%
-19.4%
Q2 2019$1,703,000
-0.2%
20,028
+4.9%
0.58%
+45.8%
Q1 2019$1,707,000
+39.8%
19,097
+20.6%
0.40%
+4.2%
Q4 2018$1,221,000
-27.5%
15,841
-1.1%
0.38%
-14.1%
Q3 2018$1,684,000
+11.9%
16,023
+11.9%
0.44%
+6.5%
Q2 2018$1,505,000
+14.0%
14,324
+0.3%
0.41%
+2.7%
Q1 2018$1,320,000
-57.9%
14,286
-37.0%
0.40%
-14.6%
Q4 2017$3,138,000
+190.0%
22,664
+96.0%
0.47%
+38.4%
Q3 2017$1,082,000
+9.7%
11,561
+3.8%
0.34%
+1.5%
Q2 2017$986,000
-7.6%
11,138
+1.0%
0.34%
-18.2%
Q1 2017$1,067,000
-4.0%
11,031
+4.0%
0.41%
+6.8%
Q4 2016$1,111,000
+21.3%
10,609
+13.2%
0.38%
-7.7%
Q3 2016$916,000
-29.3%
9,374
-31.2%
0.42%
-37.1%
Q2 2016$1,295,000
+437.3%
13,616
+697.7%
0.66%
+391.1%
Q3 2014$241,0001,7070.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders