ProVise Management Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 226 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.57 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 Q2 2017
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 395,280$63,719,00012.34%
Blankinship & Foster, LLC 107,746$17,369,0009.58%
Beacon Capital Management, Inc. 1,115,440$179,809,0007.97%
Morningstar Investment Management LLC 243,952$39,325,0006.86%
Strategic Wealth Management Group, LLC 60,252$9,713,0006.29%
HC Advisors, LLC 30,375$4,896,0005.05%
Berkeley Capital Partners, LLC 53,464$8,618,0004.41%
Main Management LLC 199,622$32,179,0004.33%
Tatro Capital, LLC 25,927$4,179,0003.75%
Arkadios Wealth Advisors 30,468$5,008,256,0003.00%
View complete list of VANGUARD WORLD FDS shareholders