BerganKDV Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2020$13,000
-23.5%
1300.0%0.00%0.0%
Q4 2019$17,000
+6.2%
1300.0%0.00%0.0%
Q3 2019$16,000
-5.9%
1300.0%0.00%0.0%
Q2 2019$17,000
+6.2%
1300.0%0.00%0.0%
Q1 2019$16,000
+14.3%
1300.0%0.00%0.0%
Q4 2018$14,000
-95.9%
130
-94.8%
0.00%
-96.3%
Q4 2017$341,000
+10.4%
2,491
+3.7%
0.08%
+5.2%
Q3 2017$309,000
+5.8%
2,4030.0%0.08%
-7.2%
Q2 2017$292,000
+2.1%
2,4030.0%0.08%
-2.4%
Q1 2017$286,0002,4030.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders