Atria Investments, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,570,800
-2.9%
17,936
+0.9%
0.05%
-4.2%
Q2 2023$2,646,564
+10.7%
17,782
+4.3%
0.05%
+6.7%
Q1 2023$2,390,054
+80.3%
17,047
+70.9%
0.04%
+66.7%
Q4 2022$1,325,520
-13.8%
9,976
-17.6%
0.03%
-20.6%
Q3 2022$1,538,000
-38.8%
12,103
-36.9%
0.03%
-35.8%
Q2 2022$2,514,000
-32.7%
19,178
-15.0%
0.05%
-18.5%
Q1 2022$3,736,000
-13.0%
22,550
-4.0%
0.06%
-15.6%
Q4 2021$4,296,000
-3.1%
23,495
-3.3%
0.08%
-3.8%
Q3 2021$4,433,000
-9.9%
24,307
-6.8%
0.08%
-15.8%
Q2 2021$4,919,000
-18.7%
26,081
-23.8%
0.10%
-29.1%
Q1 2021$6,054,000
+48.3%
34,223
+38.1%
0.13%
+36.7%
Q4 2020$4,081,000
+46.9%
24,782
+15.7%
0.10%
+16.7%
Q3 2020$2,779,000
+7.1%
21,421
-2.3%
0.08%
-5.6%
Q2 2020$2,595,000
-41.8%
21,929
-38.1%
0.09%
-26.4%
Q4 2019$4,462,000
+9.0%
35,418
+0.7%
0.12%
-17.1%
Q3 2019$4,092,000
+4.4%
35,179
+2.5%
0.15%0.0%
Q2 2019$3,919,000
+8.9%
34,322
+10.1%
0.15%
-3.9%
Q1 2019$3,598,000
+5.2%
31,161
-9.0%
0.15%
+0.7%
Q4 2018$3,419,000
-31.2%
34,256
-15.5%
0.15%
-23.4%
Q3 2018$4,973,000
+2.3%
40,554
-1.8%
0.20%
-7.9%
Q2 2018$4,863,000
-15.5%
41,280
-20.0%
0.21%
-23.0%
Q1 2018$5,754,000
+1.5%
51,581
+1.7%
0.28%
-1.4%
Q4 2017$5,667,000
+4.1%
50,718
-0.2%
0.28%
-4.7%
Q3 2017$5,442,000
+11.4%
50,800
+6.4%
0.30%
-1.0%
Q2 2017$4,885,000
+12.0%
47,761
+9.3%
0.30%
+5.3%
Q1 2017$4,363,000
+27.5%
43,680
+22.4%
0.28%
+8.8%
Q4 2016$3,422,000
+121.2%
35,688
+110.5%
0.26%
+83.8%
Q3 2016$1,547,000
+34.8%
16,951
+27.5%
0.14%
+14.5%
Q2 2016$1,148,000
+53.3%
13,299
+47.0%
0.12%
+45.9%
Q1 2016$749,000
+10.1%
9,047
+3.4%
0.08%
+13.3%
Q4 2015$680,000
+0.7%
8,751
+5.8%
0.08%
-19.4%
Q3 2015$675,000
-9.4%
8,268
+2.1%
0.09%
+6.9%
Q2 2015$745,000
-15.8%
8,096
-15.5%
0.09%
-13.0%
Q1 2015$885,000
+4.6%
9,576
-0.6%
0.10%
+11.1%
Q4 2014$846,000
+3.5%
9,637
-1.4%
0.09%
+7.1%
Q3 2014$817,000
-13.8%
9,771
-9.6%
0.08%
-11.6%
Q2 2014$948,000
-3.1%
10,808
-6.0%
0.10%
-5.0%
Q1 2014$978,000
+1.7%
11,503
-1.1%
0.10%
+4.2%
Q4 2013$962,000
+3.6%
11,627
-3.4%
0.10%
-1.0%
Q3 2013$929,000
+3.2%
12,042
-6.5%
0.10%
-11.8%
Q2 2013$900,00012,8850.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,438$30,070,0009.96%
FC Advisory LLC 121,705$14,052,0008.92%
Van Cleef Asset Management,Inc 325,052$37,531,0008.71%
Harfst & Associates, Inc. 133,295$15,390,0006.58%
Bridgeworth, LLC 132,087$15,251,0006.04%
RESTON WEALTH MANAGEMENT LLC 55,500$6,578,0005.27%
First National Bank of South Miami 42,291$4,883,0004.67%
Wilshire Advisors LLC 41,425$4,783,0004.48%
New England Private Wealth Advisors LLC 140,946$16,273,0004.22%
COLDSTREAM CAPITAL MANAGEMENT INC 408,355$47,148,0004.12%
View complete list of VANGUARD INDEX FDS shareholders