Atria Wealth Solutions, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,427 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.6%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$28,902,614
+10.4%
50,085
+0.3%
0.32%
+8.1%
Q1 2024$26,190,563
+33.6%
49,949
+23.3%
0.30%
+20.4%
Q4 2023$19,602,875
-4.6%
40,502
-18.1%
0.24%
-14.9%
Q3 2023$20,540,935
+26.2%
49,441
+34.4%
0.29%
+29.7%
Q2 2023$16,278,909
+22.3%
36,781
+6.5%
0.22%
+12.7%
Q1 2023$13,308,863
+53.9%
34,526
+27.5%
0.20%
+41.7%
Q4 2022$8,648,534
+2.5%
27,076
-1.2%
0.14%
-4.8%
Q3 2022$8,434,495
+5.4%
27,401
+11.8%
0.15%
-2.7%
Q2 2022$8,003,000
-40.5%
24,510
-24.1%
0.15%
-33.0%
Q1 2022$13,443,00032,2760.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders