VIS — VANGUARD WORLD FD

Ownership history in Dakota Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Dakota Wealth Management reported a position in VANGUARD WORLD FD (VIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 836 +1 +0.1% 0.00% $248K $295.49
2025 Q2 ADDED 835 +2 +0.2% 0.00% $234K $278.62
2025 Q1 INITIATED 833 — — 0.00% $206K $245.63
% of Fund (quarterly)    VIS price (monthly, adj. close)

Other funds also holding VIS

As of 2025 Q4 — sorted by position size

Compass Financial Group, INC/SD 3Y 6.06% Beacon Capital Management, Inc. 3Y 7Y 5.65% Richmond Brothers, Inc. 3Y 4.37% PGIM Custom Harvest LLC 3Y 4.28% Cadent Capital Advisors, LLC 3Y 4.03% Harfst & Associates, Inc. 3Y 7Y 3.59% Strengthening Families & Communities, LLC 3Y 2.91% Trinity Legacy Partners, LLC 3Y 7Y 2.78% ESG Planning DBA Harper Investing 3Y 2.59% MinichMacGregor Wealth Management, LLC 3Y 7Y 2.36%
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