BerganKDV Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$170,604
-3.6%
1,2000.0%0.02%
-5.6%
Q1 2023$177,024
-3.8%
1,2000.0%0.02%
-10.0%
Q4 2022$184,032
+10.2%
1,200
+2.0%
0.02%0.0%
Q3 2022$167,000
-6.7%
1,1770.0%0.02%0.0%
Q2 2022$179,000
-5.3%
1,177
+0.7%
0.02%0.0%
Q1 2022$189,000
+3.8%
1,169
+0.7%
0.02%
+5.3%
Q4 2021$182,000
+14.5%
1,161
+1.5%
0.02%
+5.6%
Q3 2021$159,0000.0%1,1440.0%0.02%
-5.3%
Q2 2021$159,000
+0.6%
1,144
+1.4%
0.02%
-5.0%
Q1 2021$158,000
+1.9%
1,1280.0%0.02%
-9.1%
Q4 2020$155,000
+7.6%
1,128
+1.0%
0.02%
-4.3%
Q3 2020$144,000
+5.1%
1,117
+0.7%
0.02%0.0%
Q2 2020$137,000
+2.2%
1,109
+1.0%
0.02%
-14.8%
Q1 2020$134,000
-14.1%
1,098
+0.7%
0.03%
-3.6%
Q4 2019$156,000
+1.3%
1,090
+1.5%
0.03%
-6.7%
Q3 2019$154,000
+7.7%
1,0740.0%0.03%
+7.1%
Q2 2019$143,000
+3.6%
1,074
+0.8%
0.03%0.0%
Q1 2019$138,000
+10.4%
1,066
+0.8%
0.03%
-3.4%
Q4 2018$125,000
+0.8%
1,058
+0.9%
0.03%
+7.4%
Q3 2018$124,000
+3.3%
1,049
+1.6%
0.03%0.0%
Q2 2018$120,0001,0320.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders