Bison Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$622,434
+12.2%
1,500
+19.5%
0.12%
+17.5%
Q2 2023$554,777
+66.6%
1,255
+45.6%
0.10%0.0%
Q1 2023$333,008
+11.9%
8620.0%0.10%
+8.4%
Q4 2022$297,511
-17.4%
862
-26.5%
0.10%
-32.6%
Q3 2022$360,000
-6.0%
1,1730.0%0.14%
-35.9%
Q2 2022$383,000
-21.7%
1,1730.0%0.22%
-11.6%
Q1 2022$489,000
+19.0%
1,173
+30.9%
0.25%
+4.2%
Q4 2021$411,000
-51.4%
896
-57.5%
0.24%
-38.2%
Q3 2021$846,000
-2.3%
2,109
-2.9%
0.39%
+2.1%
Q2 2021$866,000
+17.5%
2,172
+5.6%
0.38%
+19.9%
Q1 2021$737,000
+2.8%
2,056
+1.4%
0.32%
-5.7%
Q4 2020$717,000
+13.4%
2,0280.0%0.34%
-9.7%
Q3 2020$632,000
+11.9%
2,0280.0%0.37%
+3.9%
Q2 2020$565,000
+28.1%
2,028
-2.6%
0.36%
+11.6%
Q1 2020$441,000
-16.9%
2,083
-3.9%
0.32%
+26.0%
Q4 2019$531,000
+13.5%
2,168
-0.0%
0.25%
-2.3%
Q3 2019$468,000
+11.4%
2,169
+8.9%
0.26%
+6.1%
Q2 2019$420,000
+5.3%
1,9910.0%0.24%0.0%
Q1 2019$399,000
+20.2%
1,9910.0%0.24%
+1.7%
Q4 2018$332,000
+46.3%
1,991
-6.7%
0.24%
+82.6%
Q2 2015$227,0002,1340.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders