Atria Investments, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 452 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,449,864
+282.8%
23,944
+302.5%
0.12%
+283.3%
Q2 2023$1,684,826
+9.7%
5,949
-2.2%
0.03%
+3.4%
Q1 2023$1,536,323
-88.7%
6,083
-86.3%
0.03%
-87.8%
Q1 2022$13,587,000
+99.3%
44,511
+122.5%
0.24%
+96.7%
Q4 2021$6,816,000
-42.7%
20,008
-47.9%
0.12%
-43.7%
Q3 2021$11,894,000
+19.9%
38,372
+21.4%
0.22%
+12.6%
Q2 2021$9,921,000
+42.2%
31,595
+33.8%
0.19%
+24.0%
Q1 2021$6,978,000
+22.2%
23,622
+13.8%
0.15%
+11.6%
Q4 2020$5,710,000
+50.2%
20,750
+28.1%
0.14%
+20.0%
Q3 2020$3,802,000
+1110.8%
16,203
+649.8%
0.12%
+379.2%
Q1 2020$314,000
-78.7%
2,161
-72.2%
0.02%
-40.0%
Q4 2019$1,473,000
-19.2%
7,775
-23.2%
0.04%
-38.5%
Q3 2019$1,824,000
+7.9%
10,126
+4.4%
0.06%
+3.2%
Q2 2019$1,690,000
+40.6%
9,702
+39.1%
0.06%
+23.5%
Q1 2019$1,202,000
-21.9%
6,974
-18.2%
0.05%
-16.4%
Q3 2018$1,539,000
+3.8%
8,530
-2.4%
0.06%
-6.2%
Q2 2018$1,483,000
+13.5%
8,741
+6.1%
0.06%
+3.2%
Q1 2018$1,307,000
+4.1%
8,237
+2.2%
0.06%
+1.6%
Q4 2017$1,256,000
+18.9%
8,056
+9.3%
0.06%
+6.9%
Q3 2017$1,056,000
+54.8%
7,370
+53.4%
0.06%
+38.1%
Q2 2017$682,000
+71.4%
4,803
+67.1%
0.04%
+61.5%
Q1 2017$398,000
+29.2%
2,874
+19.9%
0.03%
+13.0%
Q4 2016$308,000
-51.3%
2,397
-53.6%
0.02%
-68.1%
Q1 2015$633,000
+17.9%
5,168
+12.5%
0.07%
+26.3%
Q4 2014$537,000
+59.8%
4,595
+48.4%
0.06%
+67.6%
Q3 2014$336,000
+11.6%
3,097
+11.0%
0.03%
+13.3%
Q4 2013$301,000
+8.7%
2,789
-0.6%
0.03%
+3.4%
Q3 2013$277,000
+12.6%
2,806
+3.9%
0.03%
-3.3%
Q2 2013$246,0002,7010.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 351,395$38,127,0009.91%
Beacon Capital Management, Inc. 447,945$48,602,0007.31%
TRUST CO OF OKLAHOMA 69,502$7,540,968,0003.78%
FUKOKU MUTUAL LIFE INSURANCE Co 97,200$10,546,0001.94%
BAILARD, INC. 51,180$5,553,0000.85%
RAND WEALTH, LLC 51,416$5,579,0000.81%
DSC Advisors, L.P. 9,696$1,052,0000.53%
1832 Asset Management L.P. 979,460$106,265,0000.35%
NEXT Financial Group, Inc 10,433$1,132,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 5,829$632,0000.22%
View complete list of VANGUARD WORLD FDS shareholders