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

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$22,820
-6.2%
550.0%0.00%0.0%
Q2 2023$24,319
-11.1%
55
-22.5%
0.00%
-20.0%
Q1 2023$27,368
+29.8%
71
+7.6%
0.01%
+66.7%
Q4 2022$21,081
-27.3%
66
-29.8%
0.00%
-40.0%
Q3 2022$29,000
-6.5%
940.0%0.01%0.0%
Q2 2022$31,000
-38.0%
94
-22.3%
0.01%
-37.5%
Q1 2022$50,000
+16.3%
121
+28.7%
0.01%
+14.3%
Q4 2021$43,000
-15.7%
94
-25.4%
0.01%
-12.5%
Q3 2021$51,000
+18.6%
126
+17.8%
0.01%
+14.3%
Q2 2021$43,000
+13.2%
1070.0%0.01%0.0%
Q1 2021$38,0000.0%1070.0%0.01%
-12.5%
Q4 2020$38,000
+2.7%
107
-8.5%
0.01%
-11.1%
Q3 2020$37,000
-60.6%
117
-65.3%
0.01%
-52.6%
Q2 2020$94,000
+59.3%
337
+21.2%
0.02%
+35.7%
Q1 2020$59,000
-87.9%
278
-86.1%
0.01%
-86.4%
Q4 2019$489,000
+3975.0%
1,996
+3529.1%
0.10%
+3333.3%
Q3 2019$12,000
-79.7%
55
-80.4%
0.00%
-76.9%
Q2 2019$59,000
-4.8%
280
-9.1%
0.01%0.0%
Q1 2019$62,000
-73.5%
308
-78.0%
0.01%
-75.0%
Q4 2018$234,000
-64.1%
1,401
-56.5%
0.05%
-59.7%
Q3 2018$652,000
+87.9%
3,218
+68.4%
0.13%
+79.2%
Q2 2018$347,000
+289.9%
1,911
+266.8%
0.07%
+278.9%
Q1 2018$89,0005210.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders