Atria Investments, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,926,045
+203.4%
70,428
+190.3%
0.16%
+165.0%
Q4 2022$2,942,422
+44.6%
24,261
+21.1%
0.06%
+33.3%
Q3 2022$2,035,000
-49.7%
20,038
-50.7%
0.04%
-47.1%
Q2 2022$4,044,000
-70.9%
40,658
-68.7%
0.08%
-65.2%
Q1 2022$13,919,000
+71.6%
130,032
+24.4%
0.24%
+69.4%
Q4 2021$8,109,000
-7.2%
104,486
-11.6%
0.14%
-8.9%
Q3 2021$8,736,000
+38.4%
118,215
+42.1%
0.16%
+29.5%
Q2 2021$6,312,000
+60.8%
83,176
+44.1%
0.12%
+40.2%
Q1 2021$3,925,000
+53.3%
57,721
+16.9%
0.09%
+40.3%
Q4 2020$2,560,000
+586.3%
49,361
+405.5%
0.06%
+113.8%
Q1 2020$373,000
-57.6%
9,764
-9.5%
0.03%
+20.8%
Q4 2019$879,000
-16.6%
10,787
-20.2%
0.02%
-36.8%
Q3 2019$1,054,000
+15.1%
13,511
+11.1%
0.04%
+11.8%
Q2 2019$916,000
-10.0%
12,159
+6.8%
0.03%
-20.9%
Q1 2019$1,018,000
-25.6%
11,388
-12.6%
0.04%
-20.4%
Q3 2018$1,369,000
-3.1%
13,024
-3.2%
0.05%
-12.9%
Q2 2018$1,413,000
+20.8%
13,452
+6.2%
0.06%
+10.7%
Q1 2018$1,170,000
-7.9%
12,671
-1.3%
0.06%
-11.1%
Q4 2017$1,270,000
+43.3%
12,836
+35.6%
0.06%
+31.2%
Q3 2017$886,000
+16.7%
9,469
+10.5%
0.05%
+4.3%
Q2 2017$759,000
+31.8%
8,572
+43.9%
0.05%
+21.1%
Q1 2017$576,000
+132.3%
5,956
+151.6%
0.04%
+100.0%
Q4 2016$248,000
+19.8%
2,367
+12.0%
0.02%0.0%
Q3 2016$207,0002,1140.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders