Atria Investments, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

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 Q2 2022
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders