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

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 484 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$135,128
-1.7%
5080.0%0.02%
-4.5%
Q1 2024$137,424
+7.9%
5080.0%0.02%
+4.8%
Q4 2023$127,356
+6.6%
5080.0%0.02%
+5.0%
Q3 2023$119,431
-4.0%
5080.0%0.02%0.0%
Q2 2023$124,369
+2.7%
5080.0%0.02%0.0%
Q1 2023$121,138
-3.9%
5080.0%0.02%
-4.8%
Q4 2022$126,009
+10.5%
5080.0%0.02%
+5.0%
Q3 2022$114,000
-5.0%
5080.0%0.02%
-4.8%
Q2 2022$120,000
-7.0%
5080.0%0.02%
+5.0%
Q1 2022$129,000
-4.4%
5080.0%0.02%
-4.8%
Q4 2021$135,000
+7.1%
5080.0%0.02%
+5.0%
Q3 2021$126,0000.0%5080.0%0.02%
-4.8%
Q2 2021$126,000
+8.6%
5080.0%0.02%
-4.5%
Q1 2021$116,000
+1.8%
5080.0%0.02%
-8.3%
Q4 2020$114,000
+9.6%
5080.0%0.02%0.0%
Q3 2020$104,000
+6.1%
5080.0%0.02%
+20.0%
Q2 2020$98,000
+16.7%
5080.0%0.02%
+5.3%
Q1 2020$84,000
-13.4%
5080.0%0.02%
-5.0%
Q4 2019$97,000
+14.1%
5080.0%0.02%
+5.3%
Q3 2019$85,000
-3.4%
5080.0%0.02%0.0%
Q2 2019$88,0000.0%5080.0%0.02%0.0%
Q1 2019$88,000
+7.3%
5080.0%0.02%
+5.6%
Q4 2018$82,000
-10.9%
5080.0%0.02%0.0%
Q3 2018$92,000
+13.6%
5080.0%0.02%
+5.9%
Q2 2018$81,000
+3.8%
5080.0%0.02%0.0%
Q1 2018$78,0005080.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
View complete list of VANGUARD WORLD FDS shareholders