Von Berge Wealth Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 370 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
Von Berge Wealth Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$12,405,407
-0.6%
104,979
+0.5%
7.89%
-1.8%
Q1 2024$12,482,226
+38.1%
104,445
+26.6%
8.03%
+15.7%
Q4 2023$9,038,766
+18.0%
82,478
+9.2%
6.94%
+6.1%
Q3 2023$7,661,345
+7.8%
75,559
+10.3%
6.54%
+11.1%
Q2 2023$7,108,913
+9.1%
68,513
+7.3%
5.89%
+1.2%
Q1 2023$6,513,526
+2.2%
63,845
+4.4%
5.82%
+1.5%
Q4 2022$6,371,457
+27.0%
61,146
+11.2%
5.73%
+7.6%
Q3 2022$5,015,000
+0.6%
54,995
+5.1%
5.33%
+2.9%
Q2 2022$4,985,000
-2.4%
52,310
+10.0%
5.18%
+11.3%
Q1 2022$5,105,000
+8.9%
47,536
+7.3%
4.65%
+7.6%
Q4 2021$4,688,00044,3034.32%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2024
NameSharesValueWeighting ↓
Zeit Capital LLC 214,283$25,392,51620.62%
Greytown Advisors Inc. 227,219$27,086,70315.89%
Black Diamond Financial, LLC 616,892$73,101,92714.12%
ETF Portfolio Partners, Inc. 357,668$42,383,71013.27%
Sheridan Capital Management, LLC 144,532$17,079,34212.69%
BHK Investment Advisors, LLC 229,493$27,194,89410.67%
Von Berge Wealth Management Group, LLC 104,979$12,405,4077.89%
Bernardo Wealth Planning LLC 242,607$28,748,8877.73%
LINCOLN NATIONAL CORP 1,923,968$227,990,2087.71%
MEANS INVESTMENT CO., INC. 477,157$56,543,0746.76%
View complete list of VANGUARD WORLD FD shareholders