Atria Investments, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 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 Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders