Atria Investments, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,596,018
+226.8%
38,233
+244.7%
0.12%
+225.0%
Q2 2023$2,018,294
-19.6%
11,091
-21.5%
0.04%
-25.0%
Q1 2023$2,511,534
+54.1%
14,124
+47.5%
0.05%
+45.5%
Q4 2022$1,630,177
-83.2%
9,578
-80.8%
0.03%
-80.6%
Q1 2022$9,705,000
+13.6%
50,013
+15.2%
0.17%
+11.8%
Q4 2021$8,545,000
+89.7%
43,404
+67.0%
0.15%
+87.7%
Q3 2021$4,504,000
-9.0%
25,998
-5.1%
0.08%
-15.6%
Q2 2021$4,952,000
+54.8%
27,389
+48.0%
0.10%
+35.2%
Q1 2021$3,200,000
+32.7%
18,502
+20.5%
0.07%
+22.4%
Q4 2020$2,411,000
+64.7%
15,360
+41.2%
0.06%
+31.8%
Q3 2020$1,464,000
+250.2%
10,878
+150.4%
0.04%
+37.5%
Q1 2020$418,000
-72.2%
4,345
-61.3%
0.03%
-22.0%
Q4 2019$1,505,000
-7.8%
11,220
-13.2%
0.04%
-29.3%
Q3 2019$1,633,000
+8.6%
12,921
+5.2%
0.06%
+3.6%
Q2 2019$1,504,000
+49.7%
12,285
+50.5%
0.06%
+30.2%
Q1 2019$1,005,000
-19.7%
8,165
-14.5%
0.04%
-12.2%
Q3 2018$1,252,000
+1.3%
9,552
+1.7%
0.05%
-9.3%
Q2 2018$1,236,000
+8.5%
9,396
+6.3%
0.05%
-1.8%
Q1 2018$1,139,000
-0.5%
8,835
+5.5%
0.06%
-3.5%
Q4 2017$1,145,000
-16.5%
8,375
-21.6%
0.06%
-24.0%
Q3 2017$1,372,000
+132.1%
10,678
+119.8%
0.08%
+108.3%
Q2 2017$591,000
+99.0%
4,857
+94.7%
0.04%
+89.5%
Q1 2017$297,0002,4940.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders