Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$239,180
-3.7%
1,017
+0.3%
0.06%0.0%
Q2 2023$248,273
+2.7%
1,0140.0%0.06%
-1.6%
Q1 2023$241,824
+3.6%
1,014
+7.8%
0.06%
-3.1%
Q4 2022$233,466
+62.1%
941
+45.4%
0.06%
+60.0%
Q3 2022$144,000
-5.3%
6470.0%0.04%
-2.4%
Q2 2022$152,000
-18.7%
647
-12.0%
0.04%
-6.8%
Q1 2022$187,000
+5.1%
735
+9.5%
0.04%
+7.3%
Q4 2021$178,000
+16.3%
671
+7.9%
0.04%
+5.1%
Q3 2021$153,0000.0%6220.0%0.04%0.0%
Q2 2021$153,000
+7.7%
622
+0.3%
0.04%
-2.5%
Q1 2021$142,000
+2.9%
620
+0.2%
0.04%
-4.8%
Q4 2020$138,000
+10.4%
619
+0.5%
0.04%
-4.5%
Q3 2020$125,000
+5.0%
616
+0.3%
0.04%
-2.2%
Q2 2020$119,000
+22.7%
614
+0.5%
0.04%
-2.2%
Q1 2020$97,000
+223.3%
611
+286.7%
0.05%
+360.0%
Q4 2019$30,000
+76.5%
158
+47.7%
0.01%
+66.7%
Q3 2019$17,000
-5.6%
1070.0%0.01%
-14.3%
Q2 2019$18,0001070.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders