ProVise Management Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$281,996
-6.1%
6790.0%0.03%
-3.7%
Q2 2023$300,338
+14.7%
6790.0%0.03%
+8.0%
Q1 2023$261,831
+9.6%
679
-9.1%
0.02%
+4.2%
Q4 2022$238,825
-6.0%
747
-9.6%
0.02%
-14.3%
Q3 2022$254,000
-4.9%
826
+1.1%
0.03%0.0%
Q2 2022$267,000
-21.5%
8170.0%0.03%
-12.5%
Q1 2022$340,000
-9.1%
817
+0.1%
0.03%
-5.9%
Q4 2021$374,000
+12.0%
816
-1.8%
0.03%
+3.0%
Q3 2021$334,000
+1.8%
831
+1.1%
0.03%0.0%
Q2 2021$328,000
+8.6%
822
-2.4%
0.03%0.0%
Q1 2021$302,000
+2.4%
842
+0.8%
0.03%
-2.9%
Q4 2020$295,000
-81.5%
835
-94.3%
0.03%
-89.9%
Q4 2015$1,595,000
-24.3%
14,734
-25.8%
0.34%
-25.4%
Q2 2015$2,108,00019,8480.45%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders