Atria Investments, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,216,565
-5.4%
18,583
-1.9%
0.08%
-6.2%
Q2 2023$4,458,843
-24.0%
18,948
-33.9%
0.08%
-27.9%
Q1 2023$5,865,142
+422.0%
28,679
+339.2%
0.11%
+382.6%
Q4 2022$1,123,617
+1.2%
6,530
+2.5%
0.02%
-8.0%
Q3 2022$1,110,000
-15.1%
6,370
-11.4%
0.02%
-7.4%
Q2 2022$1,307,000
-56.0%
7,192
-43.0%
0.03%
-48.1%
Q1 2022$2,972,000
+10.3%
12,627
+22.2%
0.05%
+8.3%
Q4 2021$2,694,000
+56.4%
10,330
+40.9%
0.05%
+54.8%
Q3 2021$1,722,0007,3340.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders