ProVise Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 266 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$15,254,830
-15.5%
100,446
-13.0%
1.42%
-13.4%
Q2 2023$18,060,649
-22.2%
115,433
-28.8%
1.64%
-26.3%
Q1 2023$23,220,990
+4.0%
162,225
-3.8%
2.22%
-1.8%
Q4 2022$22,335,027
+21.2%
168,693
+14.3%
2.26%
+9.9%
Q3 2022$18,429,000
+7.7%
147,647
+13.7%
2.06%
+12.8%
Q2 2022$17,112,000
-6.6%
129,825
+12.7%
1.82%
+5.5%
Q1 2022$18,324,000
+13.2%
115,214
+19.6%
1.73%
+17.9%
Q4 2021$16,193,000
+62.5%
96,338
+47.3%
1.47%
+48.8%
Q3 2021$9,966,000
+44.8%
65,396
+44.8%
0.99%
+40.5%
Q2 2021$6,881,000
+122.5%
45,168
+104.8%
0.70%
+110.8%
Q1 2021$3,093,000
+143.4%
22,058
+131.6%
0.33%
+126.5%
Q4 2020$1,271,000
+251.1%
9,525
+215.2%
0.15%
+206.2%
Q3 2020$362,0003,0220.05%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 42,538$7,200,9015.24%
Systelligence, LLC 76,754$12,992,9173.54%
Apella Capital, LLC 251,240$41,798,8232.33%
Diversified Trust Co 38,046$6,440,4260.22%
Capital Investment Advisors, LLC 43,354$7,339,0200.18%
CGN Advisors LLC 1,593$269,6920.04%
ST GERMAIN D J CO INC 70$11,8500.00%
COUNTRY TRUST BANK 280$47,3980.00%
View complete list of VANGUARD WORLD FD shareholders