ProVise Management Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 340 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$395,242
-2.9%
1,680
+0.8%
0.03%
-2.9%
Q1 2024$407,073
+10.8%
1,6670.0%0.04%
+12.9%
Q4 2023$367,436
+12.0%
1,667
-0.9%
0.03%
+3.3%
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 Q3 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 153,258$18,454,0006.06%
Spearhead Capital Advisors, LLC 69,446$8,554,0003.67%
Polianta Ltd 51,800$6,237,0003.10%
BRANDYWINE OAK PRIVATE WEALTH LLC 107,660$13,114,0002.95%
FIRST FINANCIAL CORP /IN/ 16,196$1,950,0001.57%
Madden Advisory Services, Inc. 18,884$2,273,0001.37%
NORTHERN CAPITAL MANAGEMENT LLC 35,833$4,315,0001.16%
Private Wealth Advisors, LLC 10,656$1,283,0001.04%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 10,373$1,249,0001.01%
Kingsview Wealth Management, LLC 30,851$3,715,0000.81%
View complete list of VANGUARD WORLD FDS shareholders