Dynamic Advisor Solutions LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$972,439
-4.3%
12,928
-0.3%
0.05%
-13.2%
Q2 2023$1,016,128
+24.9%
12,969
+14.3%
0.05%
+10.4%
Q1 2023$813,304
+10.7%
11,342
+1.7%
0.05%
-4.0%
Q4 2022$734,602
+1.3%
11,154
-3.3%
0.05%
-9.1%
Q3 2022$725,000
-38.3%
11,532
-34.8%
0.06%
-38.9%
Q2 2022$1,175,000
-17.9%
17,697
+0.2%
0.09%
-10.0%
Q1 2022$1,432,000
-14.1%
17,664
-6.9%
0.10%
-16.0%
Q4 2021$1,668,000
-5.5%
18,977
-13.9%
0.12%
-10.5%
Q3 2021$1,765,000
-2.4%
22,042
-2.5%
0.13%
-7.0%
Q2 2021$1,809,000
+19.9%
22,617
+10.6%
0.14%
+2.1%
Q1 2021$1,509,000
+17.8%
20,457
+12.1%
0.14%
+16.7%
Q4 2020$1,281,000
+178.5%
18,257
+145.6%
0.12%
+130.8%
Q3 2020$460,0007,4350.05%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 3,057,600$268,732,000100.00%
Refined Wealth Management 267,899$23,546,00018.26%
Platt Investment Counsel, LLC 231,549$20,351,00017.36%
IMPACTfolio, LLC 146,532$12,879,00011.28%
Crewe Advisors LLC 473,418$41,609,0008.46%
Verde Capital Management 218,649$19,217,0007.32%
RETIREMENT CAPITAL STRATEGIES 174,812$15,364,0005.64%
Financial Network Wealth Management LLC 117,489$10,326,0005.23%
EQ LLC 77,696$6,829,0004.76%
Cedar Wealth Management, LLC 128,472$11,291,0004.56%
View complete list of VANGUARD WORLD FD shareholders