M Financial Asset Management, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 248 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
M Financial Asset Management, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$160.0%2990.0%0.06%
-1.7%
Q4 2022$16
-99.9%
299
+7.2%
0.06%
+13.7%
Q3 2022$12,000
-14.3%
2790.0%0.05%
-13.6%
Q2 2022$14,000
-12.5%
2790.0%0.06%
-10.6%
Q1 2022$16,000
-5.9%
279
+4.1%
0.07%
-8.3%
Q4 2021$17,0000.0%2680.0%0.07%
-12.2%
Q3 2021$17,0000.0%2680.0%0.08%
-19.6%
Q2 2021$17,0002680.10%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders