Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$77,000
-3.8%
4920.0%0.02%0.0%
Q2 2022$80,000
-28.6%
492
-15.2%
0.02%
-19.2%
Q1 2022$112,000
+13.1%
580
+18.9%
0.03%
+13.0%
Q4 2021$99,000
+8.8%
488
+0.6%
0.02%0.0%
Q3 2021$91,000
-4.2%
4850.0%0.02%
-4.2%
Q2 2021$95,000
+3.3%
485
+0.2%
0.02%
-7.7%
Q1 2021$92,000
+12.2%
484
+0.2%
0.03%
+4.0%
Q4 2020$82,000
+18.8%
483
+0.4%
0.02%
+4.2%
Q3 2020$69,000
+13.1%
481
+0.4%
0.02%
+4.3%
Q2 2020$61,000
+22.0%
479
+0.4%
0.02%
-4.2%
Q1 2020$50,000
+316.7%
477
+511.5%
0.02%
+500.0%
Q4 2019$12,000
+9.1%
780.0%0.00%0.0%
Q3 2019$11,0000.0%78
+1.3%
0.00%0.0%
Q2 2019$11,000770.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders