Atria Investments, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 464 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$4,475,025
+3.7%
30,253
-0.0%
0.06%
-1.7%
Q1 2024$4,314,661
-14.4%
30,261
-23.4%
0.06%
-34.4%
Q3 2023$5,037,610
-51.5%
39,498
-38.5%
0.09%
-50.5%
Q1 2022$10,396,000
+16.9%
64,245
+13.0%
0.18%
+15.2%
Q4 2021$8,892,000
+92.0%
56,855
+70.8%
0.16%
+88.1%
Q3 2021$4,632,000
-11.2%
33,290
-11.5%
0.08%
-16.8%
Q2 2021$5,217,000
+9.9%
37,598
+11.3%
0.10%
-3.8%
Q1 2021$4,746,000
+14.0%
33,779
+11.3%
0.10%
+5.0%
Q4 2020$4,164,000
+78.9%
30,342
+68.3%
0.10%
+40.8%
Q3 2020$2,328,000
+78.9%
18,032
+71.4%
0.07%
+57.8%
Q2 2020$1,301,000
+119.0%
10,520
+115.9%
0.04%
-2.2%
Q1 2020$594,000
-64.2%
4,872
-58.0%
0.05%
+2.2%
Q4 2019$1,658,000
-29.1%
11,601
-28.7%
0.04%
-45.8%
Q3 2019$2,337,000
+10.8%
16,266
+4.2%
0.08%
+5.1%
Q2 2019$2,109,000
+7.3%
15,614
+3.0%
0.08%
-4.8%
Q1 2019$1,966,000
+135.4%
15,166
+114.0%
0.08%
+124.3%
Q4 2018$835,000
-54.1%
7,088
-54.0%
0.04%
-48.6%
Q3 2018$1,818,000
+35.0%
15,422
+32.8%
0.07%
+22.0%
Q2 2018$1,347,000
-2.9%
11,613
-6.4%
0.06%
-11.9%
Q1 2018$1,387,000
-40.2%
12,402
-37.7%
0.07%
-41.7%
Q4 2017$2,321,000
-17.0%
19,911
-16.9%
0.12%
-24.3%
Q3 2017$2,797,000
+125.9%
23,954
+121.1%
0.15%
+100.0%
Q2 2017$1,238,000
+50.6%
10,834
+48.5%
0.08%
+40.7%
Q1 2017$822,000
+154.5%
7,297
+141.9%
0.05%
+80.0%
Q3 2016$323,0003,0170.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders