ProVise Management Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$284,611
-3.9%
1,2100.0%0.03%
-3.7%
Q2 2023$296,240
+2.7%
1,2100.0%0.03%
-3.6%
Q1 2023$288,544
-9.4%
1,210
-5.8%
0.03%
-12.5%
Q4 2022$318,629
+11.0%
1,284
+0.1%
0.03%0.0%
Q3 2022$287,000
-5.0%
1,2830.0%0.03%0.0%
Q2 2022$302,000
+28.5%
1,283
+39.0%
0.03%
+45.5%
Q1 2022$235,000
+4.0%
923
+9.0%
0.02%
+10.0%
Q4 2021$226,000
+8.1%
847
+0.1%
0.02%
-4.8%
Q3 2021$209,000
-5.4%
846
-12.4%
0.02%
-12.5%
Q1 2021$221,000
+0.9%
966
-1.5%
0.02%
-4.0%
Q4 2020$219,000
+9.0%
981
-0.6%
0.02%
-7.4%
Q3 2020$201,000
-6.9%
987
-21.2%
0.03%
-10.0%
Q1 2019$216,000
+6.9%
1,252
-0.7%
0.03%
-6.2%
Q4 2018$202,000
-12.2%
1,261
-1.1%
0.03%
+6.7%
Q3 2018$230,000
-55.5%
1,275
-62.2%
0.03%
-60.5%
Q1 2018$517,000
+1.0%
3,370
+1.4%
0.08%
+4.1%
Q4 2017$512,000
+25.2%
3,325
+23.9%
0.07%
+23.7%
Q3 2017$409,000
-10.3%
2,684
-13.1%
0.06%
-14.5%
Q2 2017$456,000
-64.4%
3,090
-66.7%
0.07%
-66.5%
Q1 2017$1,281,000
+268.1%
9,292
+238.1%
0.21%
+249.2%
Q4 2016$348,000
-4.7%
2,748
+0.0%
0.06%
-6.3%
Q3 2016$365,000
+1.7%
2,747
-0.1%
0.06%
-4.5%
Q2 2016$359,000
+12.2%
2,751
+5.8%
0.07%0.0%
Q1 2016$320,000
-6.4%
2,601
+0.9%
0.07%
-8.3%
Q4 2015$342,000
+10.0%
2,578
+1.5%
0.07%0.0%
Q3 2015$311,000
-88.3%
2,541
-86.6%
0.07%
-87.3%
Q2 2015$2,653,000
+744.9%
18,957
+718.2%
0.56%
+756.1%
Q1 2015$314,000
-42.3%
2,317
-46.5%
0.07%
+13.8%
Q4 2014$544,000
+114.2%
4,334
+100.0%
0.06%
+5.5%
Q3 2014$254,0002,1670.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 106,792$24,429,00018.01%
Allied Investment Advisors, LLC 95,411$21,825,0009.35%
Beacon Capital Management, Inc. 742,169$169,771,0006.88%
Capital Advantage, Inc. 102,242$23,388,0006.37%
Morningstar Investment Management LLC 273,598$62,586,0006.28%
Essex Private Wealth Management, LLC 26,900$6,153,0005.87%
ASSET PLANNING CORPORATION 23,590$5,396,0005.61%
New England Investment & Retirement Group, Inc. 99,109$22,671,0005.48%
Adaptive Financial Consulting, LLC 34,485$7,889,0005.30%
Tatro Capital, LLC 28,902$6,611,0005.12%
View complete list of VANGUARD WORLD FDS shareholders