Atria Investments, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 332 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,008,220
+282.6%
76,131
+286.6%
0.14%
+276.3%
Q2 2023$2,093,350
+3.4%
19,691
-6.0%
0.04%0.0%
Q1 2023$2,024,560
-63.3%
20,943
-54.4%
0.04%
-60.4%
Q1 2022$5,510,000
+9.6%
45,899
+23.7%
0.10%
+6.7%
Q4 2021$5,028,000
-59.4%
37,091
-57.8%
0.09%
-59.6%
Q3 2021$12,371,000
+16.7%
87,883
+19.2%
0.22%
+8.8%
Q2 2021$10,600,000
+9.9%
73,702
-0.6%
0.20%
-3.8%
Q1 2021$9,644,000
+20.1%
74,177
+11.0%
0.21%
+9.8%
Q4 2020$8,030,000
+65.3%
66,804
+40.1%
0.19%
+31.1%
Q3 2020$4,859,000
+293.4%
47,697
+259.2%
0.15%
+252.4%
Q2 2020$1,235,000
-44.8%
13,280
-54.8%
0.04%
-75.6%
Q1 2020$2,238,000
-17.7%
29,381
+1.5%
0.17%
+132.4%
Q4 2019$2,720,000
-4.3%
28,954
-11.7%
0.07%
-26.7%
Q3 2019$2,843,000
+80.4%
32,792
+79.0%
0.10%
+71.2%
Q2 2019$1,576,000
+56.7%
18,321
+52.1%
0.06%
+37.2%
Q1 2019$1,006,000
+33.8%
12,045
+39.4%
0.04%
+43.3%
Q3 2018$752,000
+3.0%
8,641
+0.5%
0.03%
-6.2%
Q2 2018$730,000
+24.1%
8,596
+22.4%
0.03%
+14.3%
Q1 2018$588,000
-0.2%
7,023
+8.7%
0.03%
-3.4%
Q4 2017$589,000
+16.9%
6,460
+18.4%
0.03%
+7.4%
Q3 2017$504,000
-7.2%
5,458
-7.8%
0.03%
-18.2%
Q2 2017$543,000
+89.2%
5,918
+95.4%
0.03%
+73.7%
Q1 2017$287,000
+33.5%
3,029
+41.3%
0.02%
+18.8%
Q4 2016$215,0002,1440.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,919,271$201,888,1017.48%
PGIM Custom Harvest LLC 1,401,694$147,444,2085.44%
STAPP WEALTH MANAGEMENT, PLLC 20,480$2,154,2914.15%
Tranquilli Financial Advisor LLC 50,691$5,332,1863.85%
CPR Investments Inc. 30,903$3,250,6873.49%
Crown Wealth Group, LLC 39,805$4,187,0353.15%
ARMSTRONG ADVISORY GROUP, INC 246,936$25,975,2362.84%
ALTFEST L J & CO INC 163,214$17,1682.71%
Sharper & Granite LLC 41,605$4,376,4752.54%
Axiom Financial Strategies, LLC 33,097$3,481,4692.34%
View complete list of VANGUARD WORLD FDS shareholders