Atria Investments, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,930,868
+165.5%
25,227
+180.1%
0.11%
+130.4%
Q4 2022$2,234,174
+9.1%
9,006
+3.6%
0.05%
+7.0%
Q2 2022$2,047,000
-89.8%
8,694
-89.0%
0.04%
-87.8%
Q1 2022$20,086,000
-5.9%
78,960
-1.4%
0.35%
-7.4%
Q4 2021$21,345,000
+20.7%
80,116
+11.9%
0.38%
+18.8%
Q3 2021$17,689,000
+25.8%
71,570
+25.7%
0.32%
+18.1%
Q2 2021$14,065,000
+443.5%
56,915
+403.0%
0.27%
+375.4%
Q1 2021$2,588,000
-70.3%
11,316
-71.0%
0.06%
-73.0%
Q4 2020$8,728,000
+119.4%
39,011
+100.0%
0.21%
+74.4%
Q3 2020$3,979,000
+31.0%
19,506
+23.7%
0.12%
+16.3%
Q2 2020$3,037,000
+459.3%
15,763
+382.3%
0.10%
+147.6%
Q1 2020$543,000
-65.5%
3,268
-60.3%
0.04%
-2.3%
Q4 2019$1,576,000
+33.4%
8,222
+16.7%
0.04%
+2.4%
Q3 2019$1,181,000
+7.7%
7,044
+9.0%
0.04%
+2.4%
Q2 2019$1,097,000
+2.3%
6,460
+4.0%
0.04%
-8.9%
Q1 2019$1,072,000
-27.0%
6,213
-23.7%
0.04%
-22.4%
Q3 2018$1,469,000
+11.7%
8,144
-1.4%
0.06%0.0%
Q2 2018$1,315,000
+14.1%
8,261
+10.1%
0.06%
+3.6%
Q1 2018$1,152,000
-6.3%
7,504
-6.0%
0.06%
-8.2%
Q4 2017$1,230,000
+23.6%
7,983
+22.1%
0.06%
+13.0%
Q3 2017$995,000
+65.0%
6,537
+59.8%
0.05%
+45.9%
Q2 2017$603,000
+85.5%
4,092
+73.8%
0.04%
+76.2%
Q1 2017$325,000
+6.2%
2,355
-2.6%
0.02%
-8.7%
Q4 2016$306,000
+52.2%
2,418
+59.6%
0.02%
+27.8%
Q3 2016$201,000
-44.6%
1,515
-51.1%
0.02%
-51.4%
Q3 2014$363,000
+2.3%
3,099
-2.5%
0.04%
+5.7%
Q2 2014$355,000
-29.7%
3,180
-32.7%
0.04%
-31.4%
Q1 2014$505,000
+70.6%
4,724
+61.1%
0.05%
+75.9%
Q4 2013$296,000
+8.0%
2,932
-0.5%
0.03%0.0%
Q3 2013$274,000
+11.8%
2,947
+3.8%
0.03%
-3.3%
Q2 2013$245,0002,8390.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders