Bison Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 325 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$51,000
-16.4%
3150.0%0.03%
-6.5%
Q1 2022$61,000
-4.7%
3150.0%0.03%
-16.2%
Q4 2021$64,000
+8.5%
3150.0%0.04%
+37.0%
Q3 2021$59,000
-4.8%
3150.0%0.03%0.0%
Q2 2021$62,000
-6.1%
315
-10.0%
0.03%
-3.6%
Q1 2021$66,000
+11.9%
3500.0%0.03%0.0%
Q4 2020$59,000
+15.7%
3500.0%0.03%
-6.7%
Q3 2020$51,000
-33.8%
350
-41.3%
0.03%
-38.8%
Q2 2020$77,000
+71.1%
596
+45.4%
0.05%
+48.5%
Q1 2020$45,000
-33.8%
410
-7.9%
0.03%0.0%
Q4 2019$68,000
-88.2%
445
-88.6%
0.03%
-91.2%
Q3 2018$576,000
+1.4%
3,899
-6.8%
0.38%
-10.9%
Q2 2018$568,000
-2.4%
4,1840.0%0.42%
-4.7%
Q1 2018$582,000
-2.3%
4,1840.0%0.44%
+1.1%
Q4 2017$596,000
+8.8%
4,184
+2.4%
0.44%0.0%
Q3 2017$548,000
+4.6%
4,0840.0%0.44%
+1.4%
Q2 2017$524,000
+3.8%
4,0840.0%0.43%
-0.7%
Q1 2017$505,000
+37.6%
4,084
+32.6%
0.44%
+39.3%
Q4 2016$367,000
+79.0%
3,079
+57.0%
0.31%
+160.8%
Q2 2015$205,0001,9610.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders