Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 357 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders