Ellis Investment Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 298 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$39,000
-13.3%
4830.0%0.01%
-8.3%
Q2 2022$45,000
-21.1%
483
+0.2%
0.01%
-7.7%
Q1 2022$57,000
-36.7%
482
-27.4%
0.01%
-38.1%
Q4 2021$90,000
-4.3%
664
-1.2%
0.02%
-12.5%
Q3 2021$94,000
-2.1%
6720.0%0.02%0.0%
Q2 2021$96,000
+10.3%
672
+0.1%
0.02%0.0%
Q1 2021$87,000
+7.4%
671
+0.1%
0.02%
-4.0%
Q4 2020$81,000
+19.1%
670
+0.3%
0.02%
+4.2%
Q3 2020$68,000
+7.9%
668
+0.1%
0.02%0.0%
Q2 2020$63,000
+31.2%
667
+0.3%
0.02%
+4.3%
Q1 2020$48,0006650.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,515,659$154,400,0007.39%
Tatro Capital, LLC 45,469$4,632,0005.29%
Evensky & Katz LLC 248,383$25,303,0003.43%
Full Sail Capital, LLC 202,176$22,425,0002.81%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
BRANDYWINE OAK PRIVATE WEALTH LLC 148,178$15,094,0002.52%
Centered Wealth LLC dba Miller Equity Capital Advisors 16,175$1,648,0002.48%
Astor Investment Management LLC 93,816$9,557,0002.10%
FIRST FINANCIAL CORP /IN/ 23,962$2,441,0002.07%
LUCAS CAPITAL MANAGEMENT 14,180$1,445,0001.94%
View complete list of VANGUARD WORLD FDS shareholders