Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 464 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.

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 Q3 2022
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders