CMH Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 336 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
CMH Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$14,154,381
+63.9%
110,925
+45.0%
3.96%
+70.3%
Q2 2023$8,637,327
+5.6%
76,511
+6.9%
2.32%
-1.6%
Q1 2023$8,176,355
+1.7%
71,578
+7.9%
2.36%
-8.6%
Q4 2022$8,043,168
+22.3%
66,319
+2.5%
2.58%
+7.1%
Q3 2022$6,574,000
+1.3%
64,718
-0.8%
2.41%
+2.7%
Q2 2022$6,492,000
-12.0%
65,267
-5.3%
2.35%
+3.5%
Q1 2022$7,375,000
+9.2%
68,898
-20.8%
2.27%
+11.3%
Q4 2021$6,754,000
+6.1%
87,020
+1.0%
2.04%
-2.5%
Q3 2021$6,366,000
-0.0%
86,150
+2.7%
2.09%
-1.8%
Q2 2021$6,369,000
+16.3%
83,923
+4.2%
2.13%
+3.2%
Q1 2021$5,475,000
+10.4%
80,515
-15.8%
2.06%
+13.5%
Q4 2020$4,961,000
+113.9%
95,655
+66.2%
1.82%
+83.2%
Q3 2020$2,319,000
-57.1%
57,537
-46.4%
0.99%
-61.5%
Q2 2020$5,401,000
+36.8%
107,373
+3.9%
2.58%
+11.8%
Q1 2020$3,949,000
+82.2%
103,332
+267.7%
2.31%
+76.5%
Q4 2018$2,167,000
-14.0%
28,100
+18.8%
1.31%
-1.1%
Q3 2018$2,521,000
+7.8%
23,655
+4.5%
1.32%
-1.3%
Q2 2018$2,339,000
+18.1%
22,640
+3.3%
1.34%
+0.1%
Q1 2018$1,981,000
+78.6%
21,915
+99.0%
1.34%
+82.0%
Q4 2017$1,109,000
+8.5%
11,010
+0.8%
0.73%
-3.3%
Q3 2017$1,022,000
+6.3%
10,925
+1.4%
0.76%
-0.9%
Q2 2017$961,000
-61.8%
10,770
-58.3%
0.77%
-61.1%
Q1 2017$2,515,00025,8401.97%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders