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

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. 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 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders