Atria Wealth Solutions, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$10,058,626
+102.1%
51,459
+113.0%
0.14%
+107.4%
Q2 2023$4,976,423
+11.2%
24,162
+2.8%
0.07%
+3.0%
Q1 2023$4,475,883
+10.7%
23,494
+6.1%
0.07%
+1.5%
Q4 2022$4,044,852
+379.0%
22,146
+313.3%
0.06%
+333.3%
Q3 2022$844,465
-3.3%
5,358
+0.3%
0.02%
-6.2%
Q2 2022$873,000
-84.9%
5,343
-82.0%
0.02%
-83.3%
Q1 2022$5,785,00029,7520.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders