Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$50,000
+2.0%
4970.0%0.01%
+7.7%
Q2 2022$49,000
-23.4%
497
-17.9%
0.01%
-13.3%
Q1 2022$64,000
+93.9%
605
+41.7%
0.02%
+87.5%
Q4 2021$33,000
+10.0%
427
+2.6%
0.01%0.0%
Q3 2021$30,000
-3.2%
4160.0%0.01%0.0%
Q2 2021$31,000
+10.7%
416
+0.7%
0.01%0.0%
Q1 2021$28,000
+33.3%
413
+1.0%
0.01%
+33.3%
Q4 2020$21,000
+31.2%
409
+1.2%
0.01%0.0%
Q3 2020$16,000
-15.8%
404
+1.3%
0.01%
-14.3%
Q2 2020$19,000
+35.7%
399
+1.3%
0.01%0.0%
Q1 2020$14,000
+133.3%
394
+432.4%
0.01%
+250.0%
Q4 2019$6,000
+20.0%
740.0%0.00%0.0%
Q3 2019$5,000
-16.7%
74
+1.4%
0.00%0.0%
Q2 2019$6,000730.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders