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

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 324 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 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 Q2 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,011$55,055,00018.93%
Global Endowment Management, LP 1,410,500$154,380,00011.55%
Cadence Bank 423,487$46,350,0009.56%
Black Diamond Financial, LLC 120,205$13,156,0008.59%
Verus Financial Partners, Inc. 290,062$31,747,0006.84%
HILLTOP WEALTH ADVISORS, LLC 31,873$3,489,0003.82%
Gray Wealth Management Inc. 37,583$4,1123.55%
Capital Advantage, Inc. 84,579$9,257,0003.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 302,549$33,117,0003.22%
Heartwood Wealth Advisors LLC 196,488$14,456,0002.86%
View complete list of VANGUARD WORLD FD shareholders