Dynamic Advisor Solutions LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$415,454
-4.4%
1,831
-0.9%
0.02%
-13.0%
Q2 2023$434,636
-5.5%
1,847
-17.9%
0.02%
-14.8%
Q1 2023$460,148
+15.7%
2,250
-2.6%
0.03%0.0%
Q4 2022$397,654
-41.9%
2,311
-41.2%
0.03%
-48.1%
Q3 2022$684,000
-10.8%
3,927
-6.9%
0.05%
-11.9%
Q2 2022$767,000
-38.9%
4,220
-20.9%
0.06%
-32.2%
Q1 2022$1,255,000
+28.7%
5,332
+42.6%
0.09%
+24.3%
Q4 2021$975,000
+200.0%
3,740
+170.2%
0.07%
+191.7%
Q3 2021$325,000
+38.9%
1,384
+36.9%
0.02%
+26.3%
Q2 2021$234,000
+2.6%
1,011
-8.3%
0.02%
-9.5%
Q1 2021$228,000
+6.5%
1,102
+5.0%
0.02%
+5.0%
Q4 2020$214,000
-9.7%
1,050
-18.0%
0.02%
-25.9%
Q3 2020$237,0001,2800.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders