Bison Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 335 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$644,3820.0%4,5190.0%0.10%0.0%
Q1 2024$644,382
+2.4%
4,519
-1.6%
0.10%
-5.4%
Q4 2023$629,429
+17.1%
4,592
+9.0%
0.11%
+6.7%
Q3 2023$537,509
-7.6%
4,214
+3.0%
0.10%
-3.7%
Q2 2023$581,448
+560.7%
4,090
+608.8%
0.11%
+111.8%
Q2 2022$88,000
-5.4%
5770.0%0.05%
+8.5%
Q1 2022$93,000
+3.3%
577
+0.2%
0.05%
-9.6%
Q4 2021$90,000
+12.5%
576
+0.2%
0.05%
+40.5%
Q3 2021$80,0000.0%5750.0%0.04%
+5.7%
Q2 2021$80,000
-4.8%
575
-3.4%
0.04%
-2.8%
Q1 2021$84,000
+2.4%
595
+0.2%
0.04%
-5.3%
Q4 2020$82,000
+6.5%
5940.0%0.04%
-15.6%
Q3 2020$77,000
+5.5%
594
+0.2%
0.04%
-2.2%
Q2 2020$73,000
-6.4%
593
-7.2%
0.05%
-19.3%
Q1 2020$78,000
-27.1%
639
-15.0%
0.06%
+11.8%
Q4 2019$107,000
-48.3%
752
-67.4%
0.05%
-57.9%
Q2 2015$207,0002,3050.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders