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

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 339 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
M Financial Asset Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$1,479
+2.4%
8,1260.0%4.77%
-6.8%
Q1 2023$1,445
+4.6%
8,126
+0.1%
5.12%
+1.3%
Q4 2022$1,382
-99.9%
8,117
+1.8%
5.05%
-0.5%
Q3 2022$1,184,000
-9.1%
7,975
-2.0%
5.07%
-7.3%
Q2 2022$1,303,000
-18.4%
8,134
-1.1%
5.47%
-17.2%
Q1 2022$1,596,000
+0.9%
8,223
+2.4%
6.61%
-1.4%
Q4 2021$1,581,000
+13.4%
8,029
-0.2%
6.70%
-0.7%
Q3 2021$1,394,000
+38.0%
8,048
+44.1%
6.75%
+11.1%
Q2 2021$1,010,000
+6.5%
5,584
+1.8%
6.07%
-19.7%
Q1 2021$948,000
-8.3%
5,483
-16.8%
7.56%
-10.6%
Q4 2020$1,034,000
+24.9%
6,590
+7.1%
8.46%
+0.3%
Q3 2020$828,000
-32.0%
6,153
-39.0%
8.43%
-24.7%
Q2 2020$1,218,000
+37.5%
10,093
+9.7%
11.20%
+12.0%
Q1 2020$886,000
-37.4%
9,203
-12.7%
9.99%
-9.0%
Q4 2019$1,415,000
+4.8%
10,547
-1.1%
10.98%
-2.2%
Q3 2019$1,350,000
+0.4%
10,664
+1.7%
11.22%
+0.2%
Q2 2019$1,345,000
-4.4%
10,488
-8.2%
11.20%
+4.3%
Q1 2019$1,407,000
+109.4%
11,429
+88.6%
10.74%
+7.3%
Q4 2018$672,000
-14.1%
6,060
+1.6%
10.00%
-0.8%
Q3 2018$782,000
-0.1%
5,966
+0.6%
10.08%
-4.4%
Q2 2018$783,000
-12.8%
5,928
-14.9%
10.55%
-1.6%
Q1 2018$898,000
-45.2%
6,966
-41.9%
10.72%
-16.7%
Q4 2017$1,639,00011,98912.86%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders