Ellis Investment Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 165 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders