ProVise Management Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$328,078
-6.5%
1,682
-1.5%
0.03%
-6.2%
Q2 2023$350,856
+8.1%
1,707
+0.2%
0.03%
+3.2%
Q1 2023$324,453
+4.3%
1,703
+0.1%
0.03%0.0%
Q4 2022$310,959
+14.7%
1,702
-1.2%
0.03%
+3.3%
Q3 2022$271,000
-7.2%
1,722
-3.8%
0.03%
-3.2%
Q2 2022$292,000
-16.1%
1,7900.0%0.03%
-6.1%
Q1 2022$348,000
-4.1%
1,790
+0.1%
0.03%0.0%
Q4 2021$363,000
-0.8%
1,789
-8.2%
0.03%
-8.3%
Q3 2021$366,000
-4.4%
1,9490.0%0.04%
-7.7%
Q2 2021$383,000
+1.6%
1,949
-2.0%
0.04%
-4.9%
Q1 2021$377,000
+11.5%
1,9890.0%0.04%
+5.1%
Q4 2020$338,000
-78.7%
1,989
-87.3%
0.04%
-88.3%
Q4 2015$1,586,00015,6960.33%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders