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 ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders