Bison Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 6 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders