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

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 308 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$129,028
+5.6%
6540.0%0.02%
+5.3%
Q1 2024$122,213
+10.4%
6540.0%0.02%
+5.6%
Q4 2023$110,709
+11.5%
6540.0%0.02%
+12.5%
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 Q1 2023
NameSharesValueWeighting ↓
Verus Financial Partners, Inc. 771,624$53,828,00025.41%
Brouwer & Janachowski, LLC 148,364$10,350,0005.59%
Capital Advantage, Inc. 143,504$10,011,0003.38%
Evensky & Katz LLC 199,802$13,938,0003.34%
BANCORPSOUTH INC 268,584$18,736,0002.31%
Ancora Advisors LLC 495,519$34,675,0002.25%
Paracle Advisors, LLC 54,285$3,786,0002.14%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 66,299$4,625,0001.79%
SOL Capital Management CO 66,925$4,669,0001.66%
Baker Ellis Asset Management LLC 62,918$4,389,0001.51%
View complete list of VANGUARD WORLD FD shareholders