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

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 210 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 1.73 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 Q1 2019
NameSharesValueWeighting ↓
TrueWealth Financial Partners 58,210$9,326,0009.78%
M Financial Asset Management, Inc. 8,134$1,303,0005.47%
Beacon Capital Management, LLC 86,949$16,874,0004.18%
Strengthening Families & Communities, LLC 30,221$5,856,0003.55%
CAPITAL WEALTH MANAGEMENT, LLC 29,636$4,748,0003.52%
WIN ADVISORS, INC 9,957$1,605,0003.15%
Pariax, LLC 17,411$2,789,0003.08%
Enterprise Trust & Investment Co 34,185$5,477,0002.29%
Berkeley Capital Partners, LLC 32,871$5,266,0002.17%
Cavalier Investments, LLC 31,020$4,970,0001.74%
View complete list of VANGUARD WORLD FDS shareholders