ProVise Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 282 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$24,131,198
+25.0%
122,313
+18.4%
2.05%
+22.9%
Q1 2024$19,305,977
+15.5%
103,312
+4.6%
1.67%
+17.9%
Q4 2023$16,713,946
+9.6%
98,736
-1.7%
1.42%
-0.1%
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 Q3 2022
NameSharesValueWeighting ↓
Verus Financial Partners, Inc. 771,624$53,828,00025.41%
Brouwer & Janachowski, LLC 148,364$10,350,0005.59%
Capital Advantage, Inc. 143,504$10,011,0003.38%
Evensky & Katz LLC 199,802$13,938,0003.34%
BANCORPSOUTH INC 268,584$18,736,0002.31%
Ancora Advisors LLC 495,519$34,675,0002.25%
Paracle Advisors, LLC 54,285$3,786,0002.14%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 66,299$4,625,0001.79%
SOL Capital Management CO 66,925$4,669,0001.66%
Baker Ellis Asset Management LLC 62,918$4,389,0001.51%
View complete list of VANGUARD WORLD FD shareholders