Ellis Investment Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 110 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2022$21,000
-12.5%
5040.0%0.01%0.0%
Q2 2022$24,000
-14.3%
5040.0%0.01%
-14.3%
Q1 2022$28,000
-9.7%
5040.0%0.01%0.0%
Q4 2021$31,0000.0%5040.0%0.01%
-12.5%
Q3 2021$31,000
-3.1%
5040.0%0.01%0.0%
Q2 2021$32,000
+3.2%
5040.0%0.01%
-11.1%
Q1 2021$31,000
+3.3%
5040.0%0.01%0.0%
Q4 2020$30,000
+100.0%
504
+69.1%
0.01%
+80.0%
Q3 2020$15,000
+7.1%
2980.0%0.01%0.0%
Q2 2020$14,000
+27.3%
2980.0%0.01%0.0%
Q1 2020$11,0002980.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders