Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 429 filers reported holding VANGUARD WORLD FDS in Q4 2021. 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$142,000
-6.6%
9980.0%0.04%
-4.9%
Q2 2022$152,000
-5.0%
998
+0.7%
0.04%
+7.9%
Q1 2022$160,000
-7.0%
991
-10.2%
0.04%
-2.6%
Q4 2021$172,000
+13.9%
1,104
+1.6%
0.04%
+2.6%
Q3 2021$151,000
+0.7%
1,0870.0%0.04%0.0%
Q2 2021$150,000
-1.3%
1,087
+0.6%
0.04%
-9.5%
Q1 2021$152,000
+3.4%
1,080
+0.7%
0.04%
-6.7%
Q4 2020$147,000
+7.3%
1,072
+1.0%
0.04%
-6.2%
Q3 2020$137,000
+3.0%
1,061
+0.7%
0.05%
-4.0%
Q2 2020$133,000
+533.3%
1,054
+476.0%
0.05%
+400.0%
Q1 2020$21,000
-30.0%
183
-13.7%
0.01%0.0%
Q4 2019$30,000
+50.0%
212
+50.4%
0.01%
+42.9%
Q3 2019$20,0001410.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders