Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

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 Q1 2022
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders