INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 266 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$99,323
-2.9%
6540.0%0.02%
-5.9%
Q2 2023$102,325
+9.3%
6540.0%0.02%
+13.3%
Q1 2023$93,614
+8.1%
6540.0%0.02%
+7.1%
Q4 2022$86,590
+5.6%
6540.0%0.01%
-6.7%
Q3 2022$82,000
-18.8%
654
-14.6%
0.02%
-11.8%
Q2 2022$101,000
-17.2%
7660.0%0.02%
-10.5%
Q1 2022$122,000
-5.4%
7660.0%0.02%
-5.0%
Q4 2021$129,000
+10.3%
7660.0%0.02%
+5.3%
Q3 2021$117,000
-7.1%
766
-7.7%
0.02%
-9.5%
Q2 2021$126,000
+8.6%
8300.0%0.02%
-4.5%
Q1 2021$116,0008300.02%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 532,419$66,457,00019.95%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 184,339$23,009,0009.16%
Global Endowment Management, LP 547,941$68,394,0006.90%
Cadence Bank 454,989$56,792,0005.88%
Black Diamond Financial, LLC 109,816$13,707,0005.52%
Verus Financial Partners, Inc. 246,191$31,860,0004.82%
STEPH & CO 39,994$4,992,0003.48%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,857$32,462,0003.08%
LEAVELL INVESTMENT MANAGEMENT, INC. 308,528$38,692,0003.07%
Gray Wealth Management Inc. 38,476$4,8033.07%
View complete list of VANGUARD WORLD FD shareholders