Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 325 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.50 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 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,316,853$160,129,0007.92%
Financial Planning & Information Services, Inc. 75,455$9,175,0003.30%
Heritage Trust Co 29,222$3,554,0001.37%
DOWLING & YAHNKE LLC 100,077$12,169,0001.28%
Cranbrook Wealth Management, LLC 20,709$2,518,0001.09%
Visionary Asset Management, Inc. 26,316$3,200,0000.93%
Richard Bernstein Advisors LLC 88,143$10,718,0000.82%
M Holdings Securities, Inc. 19,035$2,315,0000.79%
Madden Advisory Services, Inc. 9,751$1,185,0000.78%
Exchange Capital Management, Inc. 15,506$1,886,0000.64%
View complete list of VANGUARD WORLD FDS shareholders