Atria Investments, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$7,851,005
+143.6%
42,979
+159.3%
0.14%
+141.4%
Q2 2023$3,222,580
-5.2%
16,573
-5.6%
0.06%
-9.4%
Q1 2023$3,398,752
+0.3%
17,563
-0.7%
0.06%
-7.2%
Q4 2022$3,388,024
+71.4%
17,685
+53.7%
0.07%
+56.8%
Q3 2022$1,977,000
-10.5%
11,508
-3.5%
0.04%
-4.3%
Q2 2022$2,210,000
-78.7%
11,923
-77.5%
0.05%
-74.6%
Q1 2022$10,366,000
-28.6%
52,913
-27.2%
0.18%
-30.1%
Q4 2021$14,519,000
+26.4%
72,640
+13.4%
0.26%
+25.1%
Q3 2021$11,483,000
+20.1%
64,071
+22.3%
0.21%
+11.9%
Q2 2021$9,561,000
+29.1%
52,385
+26.1%
0.18%
+12.8%
Q1 2021$7,406,000
+25.9%
41,550
+22.8%
0.16%
+15.5%
Q4 2020$5,884,000
+76.2%
33,832
+65.5%
0.14%
+40.6%
Q3 2020$3,340,000
+138.6%
20,447
+118.5%
0.10%
+110.4%
Q2 2020$1,400,000
+17.6%
9,359
+8.4%
0.05%
-47.3%
Q1 2020$1,190,000
-37.6%
8,637
-26.9%
0.09%
+75.0%
Q4 2019$1,906,000
-27.5%
11,822
-29.6%
0.05%
-44.7%
Q3 2019$2,629,000
+5.5%
16,794
+2.1%
0.09%
+1.1%
Q2 2019$2,491,000
+33.0%
16,446
+27.5%
0.09%
+17.7%
Q1 2019$1,873,000
+159.8%
12,901
+134.7%
0.08%
+146.9%
Q4 2018$721,000
-13.4%
5,497
-7.5%
0.03%
-3.0%
Q3 2018$833,000
-9.8%
5,943
-13.6%
0.03%
-19.5%
Q2 2018$924,000
+44.1%
6,882
+46.1%
0.04%
+32.3%
Q1 2018$641,000
-41.7%
4,711
-37.5%
0.03%
-43.6%
Q4 2017$1,100,000
+18.0%
7,534
+12.0%
0.06%
+7.8%
Q3 2017$932,000
+61.2%
6,724
+64.1%
0.05%
+45.7%
Q2 2017$578,000
+95.9%
4,097
+95.3%
0.04%
+84.2%
Q1 2017$295,000
+37.9%
2,098
+31.3%
0.02%
+18.8%
Q4 2016$214,000
+7.0%
1,598
+9.5%
0.02%
-11.1%
Q3 2016$200,000
-63.0%
1,459
-66.2%
0.02%
-68.4%
Q4 2014$541,000
+52.0%
4,318
+42.3%
0.06%
+58.3%
Q3 2014$356,000
+1.7%
3,034
+0.4%
0.04%
+2.9%
Q2 2014$350,000
+22.4%
3,021
+16.3%
0.04%
+25.0%
Q4 2013$286,000
+19.7%
2,598
+10.7%
0.03%
-3.4%
Q2 2013$239,0002,3470.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders