M Holdings Securities, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$717
-89.3%
3,938
-89.5%
0.15%
-78.6%
Q1 2023$6,680
+4.2%
37,570
-0.3%
0.69%
+2.2%
Q4 2022$6,413
-99.9%
37,677
-4.3%
0.68%
+4.6%
Q3 2022$5,842,000
-16.2%
39,359
-9.5%
0.65%
-8.5%
Q2 2022$6,970,000
-33.6%
43,505
-19.6%
0.71%
-11.2%
Q1 2022$10,503,000
+17.1%
54,125
+9.1%
0.80%
-9.2%
Q2 2021$8,966,000
+7.4%
49,592
+2.7%
0.88%
+15.1%
Q1 2021$8,352,000
+13.8%
48,291
+3.3%
0.76%
-18.8%
Q4 2020$7,340,000
+16.6%
46,758
-0.0%
0.94%
-6.7%
Q3 2020$6,297,000
+15.8%
46,781
+3.8%
1.00%
+3.2%
Q2 2020$5,437,000
+19.4%
45,065
-4.7%
0.97%
+44.4%
Q1 2020$4,552,000
-17.5%
47,302
+15.0%
0.67%
-58.2%
Q4 2019$5,516,000
+12.2%
41,124
+5.7%
1.61%
+6.9%
Q3 2019$4,916,000
+4.7%
38,900
+6.2%
1.51%
-5.1%
Q2 2019$4,696,000
+8.4%
36,628
+4.0%
1.59%
+58.4%
Q1 2019$4,334,000
+21.3%
35,210
+9.2%
1.00%
-9.5%
Q4 2018$3,573,000
-7.4%
32,238
+9.5%
1.11%
+9.6%
Q3 2018$3,859,000
+8.3%
29,436
+8.7%
1.01%
+3.3%
Q2 2018$3,562,000
+14.9%
27,075
+12.5%
0.98%
+3.4%
Q1 2018$3,101,000
-4.3%
24,058
-41.1%
0.95%
+94.1%
Q4 2017$3,240,000
+31.4%
40,832
+112.8%
0.49%
-37.3%
Q3 2017$2,465,000
+6.5%
19,184
+0.8%
0.78%
-1.5%
Q2 2017$2,315,000
+16.0%
19,035
+13.5%
0.79%
+2.7%
Q1 2017$1,995,000
+7.0%
16,774
+1.2%
0.77%
+19.0%
Q4 2016$1,864,000
+22.9%
16,577
+16.9%
0.65%
-6.5%
Q3 2016$1,517,000
+16.5%
14,184
+11.6%
0.69%
+3.6%
Q2 2016$1,302,000
+59.6%
12,712
+52.9%
0.67%
+33.7%
Q1 2016$816,000
+16.1%
8,312
+11.3%
0.50%
+6.2%
Q4 2015$703,000
+15.2%
7,468
+6.9%
0.47%
+8.3%
Q3 2015$610,000
-5.7%
6,985
+16.2%
0.43%
+0.5%
Q2 2015$647,000
+2.1%
6,011
+2.8%
0.43%
+4.3%
Q1 2015$634,000
+4.3%
5,845
+3.3%
0.41%
+5.1%
Q4 2014$608,000
-5.9%
5,661
-18.6%
0.39%
+9.1%
Q3 2014$646,000
+22.6%
6,953
+47.4%
0.36%
+7.1%
Q2 2014$527,000
+17.1%
4,718
+11.6%
0.34%
-28.6%
Q1 2014$450,000
+11.9%
4,229
+8.6%
0.47%
+64.5%
Q4 2013$402,0003,8930.29%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders