Dynamic Advisor Solutions LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

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 Q3 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders