M Holdings Securities, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$208
-23.5%
470
-33.4%
0.04%
+53.6%
Q1 2023$272
+20.4%
7060.0%0.03%
+16.7%
Q4 2022$226
-99.9%
706
-1.7%
0.02%0.0%
Q3 2022$221,000
-18.1%
718
-13.3%
0.02%
-11.1%
Q2 2022$270,000
-20.8%
828
+1.1%
0.03%
+3.8%
Q1 2022$341,000
-23.2%
819
-33.9%
0.03%
-35.0%
Q1 2021$444,000
+37.9%
1,239
-22.9%
0.04%
-45.9%
Q1 2019$322,000
+22.9%
1,606
+2.2%
0.07%
-8.6%
Q4 2018$262,000
-36.9%
1,572
-23.3%
0.08%
-25.7%
Q3 2018$415,000
+11.6%
2,0500.0%0.11%
+6.9%
Q2 2018$372,000
+39.8%
2,050
+32.0%
0.10%
+25.9%
Q1 2018$266,000
-65.4%
1,553
-51.6%
0.08%
-30.2%
Q4 2017$769,000
+223.1%
3,210
+104.9%
0.12%
+54.7%
Q3 2017$238,000
+10.2%
1,567
+2.2%
0.08%
+1.4%
Q2 2017$216,0001,5340.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders