ProVise Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - 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 Q4 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders