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 ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders