Atria Investments, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,568,794
+270.0%
33,689
+290.0%
0.12%
+265.6%
Q2 2023$1,775,270
+4.6%
8,638
-3.1%
0.03%0.0%
Q1 2023$1,697,734
+9.4%
8,912
+4.9%
0.03%0.0%
Q4 2022$1,551,431
-86.6%
8,494
-85.8%
0.03%
-84.2%
Q1 2022$11,603,000
+81.9%
59,663
+89.8%
0.20%
+78.1%
Q4 2021$6,379,000
-35.2%
31,432
-40.0%
0.11%
-36.0%
Q3 2021$9,837,000
+15.0%
52,353
+20.2%
0.18%
+7.9%
Q2 2021$8,556,000
+42.1%
43,555
+36.9%
0.16%
+24.1%
Q1 2021$6,023,000
+31.7%
31,820
+18.3%
0.13%
+20.9%
Q4 2020$4,573,000
+90.3%
26,900
+62.0%
0.11%
+50.7%
Q3 2020$2,403,000
+517.7%
16,601
+370.3%
0.07%
+143.3%
Q1 2020$389,000
-73.0%
3,530
-62.3%
0.03%
-23.1%
Q4 2019$1,442,000
-12.2%
9,369
-16.7%
0.04%
-33.9%
Q3 2019$1,642,000
+9.9%
11,244
+5.0%
0.06%
+5.4%
Q2 2019$1,494,000
+6.0%
10,706
+6.3%
0.06%
-6.7%
Q1 2019$1,409,000
+6.8%
10,071
+12.8%
0.06%
+15.4%
Q3 2018$1,319,000
+8.3%
8,928
-0.5%
0.05%
-3.7%
Q2 2018$1,218,000
+7.4%
8,972
+10.1%
0.05%
-1.8%
Q1 2018$1,134,000
+2.3%
8,151
+4.7%
0.06%0.0%
Q4 2017$1,108,000
+14.8%
7,784
+8.3%
0.06%
+3.8%
Q3 2017$965,000
+74.8%
7,189
+67.3%
0.05%
+55.9%
Q2 2017$552,000
+108.3%
4,296
+100.6%
0.03%
+100.0%
Q1 2017$265,000
-65.1%
2,142
-70.5%
0.02%
-80.9%
Q2 2015$760,000
-1.7%
7,260
+0.9%
0.09%
+2.3%
Q1 2015$773,000
+5.7%
7,198
+5.2%
0.09%
+11.5%
Q4 2014$731,000
-14.6%
6,844
-18.9%
0.08%
-11.4%
Q3 2014$856,000
+14.1%
8,439
+17.3%
0.09%
+17.3%
Q2 2014$750,000
-18.5%
7,195
-21.4%
0.08%
-20.2%
Q1 2014$920,0009,1490.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders