Bison Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$561,054
+14.9%
4,427
+2.3%
0.11%
+19.8%
Q2 2023$488,339
+13.4%
4,326
+8.6%
0.09%
-31.6%
Q1 2023$430,565
-7.9%
3,985
+5.3%
0.13%
-10.7%
Q4 2022$467,517
+21.7%
3,785
+0.1%
0.15%
-1.3%
Q3 2022$384,000
-2.3%
3,783
-4.2%
0.15%
-33.2%
Q2 2022$393,000
-8.2%
3,948
-1.2%
0.23%
+3.7%
Q1 2022$428,000
+38.1%
3,994
+0.0%
0.22%
+20.4%
Q4 2021$310,000
+5.1%
3,993
+0.0%
0.18%
+34.1%
Q3 2021$295,000
-2.6%
3,9920.0%0.14%
+2.3%
Q2 2021$303,000
+11.8%
3,992
+0.0%
0.13%
+13.8%
Q1 2021$271,000
+29.0%
3,991
-1.7%
0.12%
+18.4%
Q4 2020$210,000
+28.0%
4,058
+0.0%
0.10%
+2.1%
Q3 2020$164,000
-19.6%
4,057
+0.0%
0.10%
-25.6%
Q2 2020$204,000
+38.8%
4,056
+5.2%
0.13%
+20.6%
Q1 2020$147,000
-65.0%
3,854
-25.2%
0.11%
-46.8%
Q4 2019$420,000
+0.5%
5,154
-3.8%
0.20%
-13.4%
Q3 2019$418,000
-8.5%
5,359
-0.4%
0.23%
-12.8%
Q2 2019$457,000
-1.1%
5,380
+4.0%
0.27%
-6.3%
Q1 2019$462,000
+17.0%
5,173
+1.1%
0.28%
-1.0%
Q4 2018$395,000
-31.4%
5,117
-6.6%
0.29%
-23.9%
Q3 2018$576,000
-7.1%
5,476
-7.2%
0.38%
-18.4%
Q2 2018$620,000
-77.9%
5,901
-80.6%
0.46%
-78.4%
Q1 2018$2,803,000
-6.6%
30,3410.0%2.14%
-3.3%
Q4 2017$3,002,000
+4.1%
30,341
-1.6%
2.21%
-4.3%
Q3 2017$2,885,000
-26.3%
30,825
-30.3%
2.31%
-28.6%
Q2 2017$3,912,000
-6.5%
44,198
+2.1%
3.23%
-10.5%
Q1 2017$4,186,000
+40.0%
43,282
+51.6%
3.61%
+41.9%
Q4 2016$2,989,000
+40.6%
28,552
+31.2%
2.54%
+41.3%
Q3 2016$2,126,000
-11.7%
21,759
-14.0%
1.80%
+24.4%
Q2 2016$2,408,000
+10.7%
25,311
-0.1%
1.45%
+3.5%
Q1 2016$2,175,000
+52.1%
25,342
+47.3%
1.40%
+71.7%
Q4 2015$1,430,00017,2020.82%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders