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

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
M Financial Asset Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$1,458
-1.6%
12,919
-0.4%
4.70%
-10.4%
Q1 2023$1,481
-5.8%
12,9690.0%5.24%
-8.7%
Q4 2022$1,573
-99.9%
12,969
-2.0%
5.74%
-0.2%
Q3 2022$1,344,000
-2.8%
13,231
-4.9%
5.76%
-0.9%
Q2 2022$1,383,000
-10.9%
13,906
-4.1%
5.81%
-9.7%
Q1 2022$1,553,000
+37.7%
14,505
-0.2%
6.43%
+34.5%
Q4 2021$1,128,000
+4.9%
14,532
-0.1%
4.78%
-8.1%
Q3 2021$1,075,000
-5.9%
14,546
-3.4%
5.20%
-24.3%
Q2 2021$1,143,000
+11.6%
15,0600.0%6.87%
-15.8%
Q1 2021$1,024,000
+33.0%
15,060
+1.5%
8.17%
+29.7%
Q4 2020$770,000
+49.5%
14,838
+16.1%
6.30%
+20.1%
Q3 2020$515,000
-19.9%
12,7760.0%5.24%
-11.3%
Q2 2020$643,000
+59.6%
12,776
+21.2%
5.91%
+30.0%
Q1 2020$403,000
-60.5%
10,537
-15.8%
4.54%
-42.5%
Q4 2019$1,019,000
+12.6%
12,507
+7.8%
7.90%
+5.1%
Q3 2019$905,000
-5.3%
11,599
+3.2%
7.52%
-5.5%
Q2 2019$956,000
-10.6%
11,239
-6.0%
7.96%
-2.5%
Q1 2019$1,069,000
+34.1%
11,962
+15.7%
8.16%
-31.2%
Q4 2018$797,000
-15.7%
10,337
+15.0%
11.86%
-2.7%
Q3 2018$945,000
-0.4%
8,986
-0.1%
12.19%
-4.7%
Q2 2018$949,000
+8.8%
8,991
-4.7%
12.79%
+22.9%
Q1 2018$872,000
-54.3%
9,436
-51.1%
10.41%
-30.5%
Q4 2017$1,908,00019,28514.97%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders