Atria Investments, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,725,917
-1.2%
76,192
+1.1%
0.14%
-2.1%
Q2 2023$7,816,918
-37.6%
75,337
-39.3%
0.14%
-40.5%
Q1 2023$12,533,457
+191.0%
124,069
+196.3%
0.24%
+169.3%
Q4 2022$4,307,183
+16.0%
41,878
+1.4%
0.09%
+7.3%
Q3 2022$3,712,000
-7.0%
41,289
-0.5%
0.08%
-2.4%
Q2 2022$3,990,000
-1.0%
41,481
+10.5%
0.08%
+18.3%
Q1 2022$4,030,000
+353.8%
37,553
+268.7%
0.07%
+195.8%
Q4 2019$888,000
+28.0%
10,184
+19.5%
0.02%
-4.0%
Q3 2019$694,000
-1.3%
8,519
-5.5%
0.02%
-3.8%
Q2 2019$703,000
+29.0%
9,015
+29.2%
0.03%
+13.0%
Q1 2019$545,0006,9790.02%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 275,937$20,616,0009.62%
RELIANCE TRUST CO 5,849$435,0009.55%
BHK Investment Advisors, LLC 128,875$9,590,0006.67%
LINCOLN NATIONAL CORP 1,413,884$105,207,0003.85%
WealthShield Partners, LLC 82,955$6,211,0003.79%
PLANNING DIRECTIONS INC 46,837$3,485,0003.37%
Capital Advantage, Inc. 180,973$13,466,0003.17%
Blue Edge Capital, LLC 59,825$7,117,439,0002.85%
Avior Wealth Management, LLC 128,571$9,567,0002.16%
Pinion Investment Advisors, LLC 14,522$1,081,0002.09%
View complete list of VANGUARD WORLD FD shareholders