Dynamic Advisor Solutions LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 9 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$604,226
-4.0%
11,979
+1.1%
0.03%
-12.1%
Q2 2023$629,571
+3.9%
11,854
+2.5%
0.03%
-5.7%
Q1 2023$605,810
-4.4%
11,570
-10.1%
0.04%
-18.6%
Q4 2022$633,424
+8.1%
12,877
-4.6%
0.04%
-4.4%
Q3 2022$586,000
-35.0%
13,492
-26.6%
0.04%
-34.8%
Q2 2022$901,000
-10.4%
18,371
+4.5%
0.07%
-1.4%
Q1 2022$1,006,000
-16.7%
17,579
-9.8%
0.07%
-18.6%
Q4 2021$1,208,000
-16.2%
19,481
-16.6%
0.09%
-21.1%
Q3 2021$1,442,000
-4.4%
23,349
-0.7%
0.11%
-8.4%
Q2 2021$1,508,000
+26.9%
23,503
+21.5%
0.12%
+8.2%
Q1 2021$1,188,000
+26.8%
19,351
+22.5%
0.11%
+25.0%
Q4 2020$937,000
+192.8%
15,802
+154.5%
0.09%
+144.4%
Q3 2020$320,0006,2100.04%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders