Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

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 Q3 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,962$1,069,0008.16%
Allied Investment Advisors, LLC 102,389$9,152,0006.35%
Beacon Capital Management, Inc. 1,408,080$125,854,0005.73%
WELCH CAPITAL PARTNERS LLC/NY 103,650$9,264,0003.15%
Regis Management CO LLC 420,959$37,625,0002.96%
WP Advisors, LLC 29,658$26,509,0002.89%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 49,491$4,424,0002.77%
Summit Financial, LLC 148,591$13,281,028,0002.28%
STARR INTERNATIONAL CO INC 56,000$5,005,0002.00%
Private Harbour Investment Management & Counsel, LLC 18,704$1,672,0001.74%
View complete list of VANGUARD WORLD FDS shareholders