Atria Wealth Solutions, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 550 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$13,707,087
+272.1%
107,593
+231.4%
0.19%
+284.0%
Q2 2023$3,683,394
-24.6%
32,469
-24.1%
0.05%
-30.6%
Q1 2023$4,883,831
-36.3%
42,754
-32.4%
0.07%
-41.5%
Q4 2022$7,667,747
+129.8%
63,223
+93.7%
0.12%
+112.1%
Q3 2022$3,337,246
-48.3%
32,633
-49.7%
0.06%
-52.1%
Q2 2022$6,452,000
-47.5%
64,862
-43.6%
0.12%
-41.0%
Q1 2022$12,300,000114,9080.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders