Institutional & Family Asset Management’s Vontier VNT Stock Holding History

Institutional & Family Asset Management’s Portfolio VNT Stock Details VNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$9.05K	Hold	237	–	–	﹤0.01%	429
2024 Q1	$10.8K	Buy	237 +44	+23%	+$1.72K	﹤0.01%	400
2023 Q4	$6.67K	Hold	193	–	–	﹤0.01%	449
2023 Q3	$5.97K	Hold	193	–	–	﹤0.01%	440
2023 Q2	$6.22K	Hold	193	–	–	﹤0.01%	448
2023 Q1	$5.28K	Hold	193	–	–	﹤0.01%	466
2022 Q4	$3.73K	Hold	193	–	–	﹤0.01%	505
2022 Q3	$3K	Hold	193	–	–	﹤0.01%	564
2022 Q2	$4K	Sell	193 -186	-49%	-$4.77K	﹤0.01%	534
2022 Q1	$10K	Sell	379 -1	-0.3%	-$26	﹤0.01%	447
2021 Q4	$12K	Hold	380	–	–	﹤0.01%	428
2021 Q3	$13K	Hold	380	–	–	﹤0.01%	516
2021 Q2	$12K	Hold	380	–	–	﹤0.01%	569
2021 Q1	$12K	Buy	380 +187	+97%	+$6.1K	﹤0.01%	546
2020 Q4	$6K	Buy	+193	New	+$5.96K	﹤0.01%	626

Other funds holding VNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's VNT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vontier (VNT) position steady in Q2 2024 at 237 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Institutional & Family Asset Management first reported a position in VNT in Q4 2020 and has held it in 15 quarters since. The position peaked at $13K in Q3 2021. 481 funds tracked by Wall St. Rank hold VNT as of Q2 2024.

Institutional & Family Asset Management held 237 shares of Vontier worth $9.05K as of Q2 2024.
Institutional & Family Asset Management left its Vontier share count unchanged in Q2 2024.
Vontier made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #429 holding.
Institutional & Family Asset Management first reported a position in Vontier in Q4 2020 and has held it in 15 quarters since.
Institutional & Family Asset Management's Vontier position peaked at $13K in Q3 2021.
481 funds tracked by Wall St. Rank held Vontier as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.