Atria Wealth Solutions, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 140 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 1.57 and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,873,427
-45.6%
69,591
-32.4%
0.07%
-44.3%
Q2 2023$8,960,837
+38.7%
102,915
+44.2%
0.12%
+27.1%
Q1 2023$6,462,645
+65.5%
71,379
+51.4%
0.10%
+52.4%
Q4 2022$3,905,448
-3.6%
47,150
+0.9%
0.06%
-10.0%
Q3 2022$4,051,094
+808.3%
46,719
+948.0%
0.07%
+775.0%
Q2 2022$446,000
-68.6%
4,458
-61.7%
0.01%
-66.7%
Q1 2022$1,419,00011,6540.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Bridge Advisory, LLC 89,883$8,972,0004.32%
Forefront Analytics, LLC 75,753$7,590,0003.68%
Danda Trouve Investment Management, Inc. 21,421$2,145,0003.30%
Briaud Financial Planning, Inc 50,277$5,034,0003.30%
Fermata Advisors, LLC 87,992$8,811,0003.07%
Ballew Advisors, Inc 22,553$2,263,0002.06%
ALTFEST L J & CO INC 88,872$8,899,0001.60%
Clear Creek Financial Management, LLC 47,691$4,775,0001.00%
TrueWealth Advisors, LLC 14,429$1,445,0000.67%
BCWM, LLC 15,693$1,571,0000.54%
View complete list of VANGUARD WORLD FD shareholders