BerganKDV Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 165 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$2,110,114
+55.8%
39,731
+53.6%
0.21%
+50.7%
Q1 2023$1,354,606
+30.1%
25,871
+22.2%
0.14%
+23.9%
Q4 2022$1,041,451
-10.9%
21,172
-21.3%
0.11%
-19.3%
Q3 2022$1,169,000
-1.1%
26,911
+11.7%
0.14%
+3.7%
Q2 2022$1,182,000
-12.7%
24,102
+1.8%
0.14%
-6.9%
Q1 2022$1,354,000
-4.0%
23,675
+4.1%
0.14%
-1.4%
Q4 2021$1,411,000
+22.6%
22,752
+22.0%
0.15%
+13.1%
Q3 2021$1,151,000
+51.2%
18,643
+57.1%
0.13%
+44.4%
Q2 2021$761,000
+16.4%
11,866
+11.3%
0.09%
+7.1%
Q1 2021$654,000
+4930.8%
10,660
+4596.0%
0.08%
+4100.0%
Q4 2020$13,000
+8.3%
2270.0%0.00%0.0%
Q3 2020$12,0002270.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders