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

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 278 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2022
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 42,538$7,200,9015.24%
Systelligence, LLC 76,754$12,992,9173.54%
Apella Capital, LLC 251,240$41,798,8232.33%
Diversified Trust Co 38,046$6,440,4260.22%
Capital Investment Advisors, LLC 43,354$7,339,0200.18%
CGN Advisors LLC 1,593$269,6920.04%
ST GERMAIN D J CO INC 70$11,8500.00%
COUNTRY TRUST BANK 280$47,3980.00%
View complete list of VANGUARD WORLD FD shareholders