BerganKDV Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$11,705,286
+11.3%
26,473
-3.0%
1.17%
+8.0%
Q1 2023$10,519,216
+22.2%
27,289
+1.3%
1.08%
+16.2%
Q4 2022$8,606,396
+14.5%
26,945
+10.2%
0.93%
+3.7%
Q3 2022$7,519,000
-4.2%
24,461
+1.8%
0.90%
+0.1%
Q2 2022$7,848,000
-17.4%
24,034
+5.3%
0.90%
-11.5%
Q1 2022$9,505,000
+10.4%
22,822
+21.5%
1.02%
+13.0%
Q4 2021$8,607,000
+13.3%
18,785
-0.7%
0.90%
+4.4%
Q3 2021$7,595,000
-12.4%
18,926
-13.0%
0.86%
-16.3%
Q2 2021$8,674,000
-30.6%
21,752
-37.6%
1.03%
-35.9%
Q1 2021$12,502,000
-12.5%
34,875
-13.6%
1.61%
-20.1%
Q4 2020$14,282,000
+13.0%
40,368
-0.5%
2.01%
+0.5%
Q3 2020$12,634,000
+13.7%
40,565
+1.7%
2.00%
+5.0%
Q2 2020$11,114,000
+37.5%
39,875
+4.6%
1.90%
+15.0%
Q1 2020$8,080,000
-12.5%
38,132
+1.2%
1.66%
+0.7%
Q4 2019$9,230,000
+12.5%
37,697
-0.9%
1.64%
+1.5%
Q3 2019$8,201,000
+3.9%
38,045
+1.7%
1.62%
+3.8%
Q2 2019$7,893,000
+15078.8%
37,427
+14406.6%
1.56%
+14090.9%
Q1 2019$52,000
+20.9%
2580.0%0.01%
+10.0%
Q4 2018$43,0002580.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders