Atria Wealth Solutions, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$12,767,897
+49.3%
69,639
+59.2%
0.18%
+53.0%
Q2 2023$8,549,407
+2.0%
43,751
+1.0%
0.12%
-5.6%
Q1 2023$8,384,291
-5.0%
43,326
-6.0%
0.12%
-12.1%
Q4 2022$8,826,441
+92.8%
46,074
+73.6%
0.14%
+78.5%
Q3 2022$4,578,988
-2.6%
26,545
+4.6%
0.08%
-10.2%
Q2 2022$4,703,000
-61.0%
25,374
-58.8%
0.09%
-56.0%
Q1 2022$12,054,00061,5260.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders