Atria Investments, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 294 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.9%.

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 Q2 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 218,718$22,177,98420.56%
Black Diamond Financial, LLC 550,253$55,795,65417.17%
Greytown Advisors Inc. 274,813$27,866,10015.42%
BHK Investment Advisors, LLC 234,073$23,735,00810.92%
Bernardo Wealth Planning LLC 230,800$23,403,0829.25%
Marmo Financial Group, LLC 82,721$8,387,9557.96%
BSW Wealth Partners 300,359$30,456,3376.78%
Von Berge Wealth Management Group, LLC 75,559$7,661,3456.54%
MEANS INVESTMENT CO., INC. 322,479$32,699,3685.35%
PETREDIS INVESTMENT ADVISORS LLC 359,853$36,489,1595.17%
View complete list of VANGUARD WORLD FD shareholders