BerganKDV Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 193 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders