Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 395 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$141,000
-7.2%
8210.0%0.04%
-4.9%
Q2 2022$152,000
-4.4%
821
+0.6%
0.04%
+10.8%
Q1 2022$159,000
-1.9%
816
+0.4%
0.04%0.0%
Q4 2021$162,000
+13.3%
813
+1.2%
0.04%
+2.8%
Q3 2021$143,000
-2.1%
8030.0%0.04%
-2.7%
Q2 2021$146,000
+2.8%
803
+0.5%
0.04%
-7.5%
Q1 2021$142,000
+2.9%
799
+0.5%
0.04%
-4.8%
Q4 2020$138,000
+7.8%
795
+1.0%
0.04%
-6.7%
Q3 2020$128,000
+9.4%
787
+0.5%
0.04%
+2.3%
Q2 2020$117,000
+12.5%
783
+0.9%
0.04%
-10.2%
Q1 2020$104,000
+22.4%
776
+44.8%
0.05%
+75.0%
Q4 2019$85,000
+2.4%
536
+0.6%
0.03%
-6.7%
Q3 2019$83,000
+5.1%
533
+0.8%
0.03%0.0%
Q2 2019$79,0005290.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders