ProVise Management Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 144 filers reported holding VANGUARD WORLD FDS in Q1 2015. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2018$678,000
-6.7%
4,9790.0%0.10%
-3.8%
Q4 2017$727,000
+5.4%
4,9790.0%0.10%
+4.0%
Q3 2017$690,000
-18.1%
4,979
-16.7%
0.10%
-21.9%
Q2 2017$843,000
+0.2%
5,9790.0%0.13%
-5.2%
Q1 2017$841,000
+4.0%
5,979
-1.0%
0.14%
-2.2%
Q4 2016$809,000
-2.4%
6,038
-0.4%
0.14%
-4.2%
Q3 2016$829,000
-3.0%
6,0600.0%0.14%
-8.3%
Q2 2016$855,000
+5.3%
6,060
+1.0%
0.16%
-6.0%
Q1 2016$812,000
-66.6%
5,999
-68.2%
0.17%
-67.3%
Q4 2015$2,432,000
+235.4%
18,840
+215.1%
0.51%
+204.2%
Q3 2015$725,000
-5.2%
5,979
-2.4%
0.17%
+3.1%
Q2 2015$765,000
-1.7%
6,1280.0%0.16%
-1.2%
Q1 2015$778,000
-49.3%
6,128
-50.0%
0.16%0.0%
Q4 2014$1,536,000
+118.5%
12,256
+105.0%
0.16%
+7.8%
Q3 2014$703,0005,9790.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2015
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders