Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$19,000
-9.5%
1340.0%0.01%
-16.7%
Q2 2022$21,000
-16.0%
134
+0.8%
0.01%0.0%
Q1 2022$25,000
-3.8%
133
+0.8%
0.01%0.0%
Q4 2021$26,000
+18.2%
132
+0.8%
0.01%0.0%
Q3 2021$22,000
-4.3%
1310.0%0.01%0.0%
Q2 2021$23,0000.0%1310.0%0.01%0.0%
Q1 2021$23,000
+9.5%
1310.0%0.01%0.0%
Q4 2020$21,000
+23.5%
131
+0.8%
0.01%0.0%
Q3 2020$17,000
+13.3%
130
+0.8%
0.01%0.0%
Q2 2020$15,000
+36.4%
129
+0.8%
0.01%
+20.0%
Q1 2020$11,0001280.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders