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

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 206 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2019$8,000
-60.0%
68
-62.0%
0.00%
-50.0%
Q4 2018$20,000
-13.0%
1790.0%0.00%
-20.0%
Q3 2018$23,000
+53.3%
179
+61.3%
0.01%
+66.7%
Q2 2018$15,000
+66.7%
111
+56.3%
0.00%
+50.0%
Q1 2018$9,000710.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
TrueWealth Financial Partners 55,988$10,864,00010.44%
Beacon Capital Management, Inc. 1,264,993$245,472,0007.84%
M Financial Asset Management, Inc. 8,223$1,596,0006.61%
CAPITAL WEALTH MANAGEMENT, LLC 38,860$7,541,0005.08%
Beacon Capital Management, LLC 91,285$17,712,0004.21%
Tranquilli Financial Advisor LLC 27,281$5,294,0003.77%
Strengthening Families & Communities, LLC 29,965$5,815,0003.59%
Pariax, LLC 17,185$3,335,0003.14%
Quaker Wealth Management, LLC 31,751$6,161,0002.67%
Enterprise Trust & Investment Co 36,255$7,035,0002.52%
View complete list of VANGUARD WORLD FDS shareholders