Dynamic Advisor Solutions LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 377 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$1,845,774
-47.3%
9,356
-50.1%
0.06%
-50.8%
Q1 2024$3,501,707
+1.4%
18,739
-9.6%
0.12%
-8.5%
Q4 2023$3,454,113
-0.7%
20,726
-9.5%
0.13%
-21.3%
Q3 2023$3,479,205
-7.2%
22,909
-4.4%
0.16%
-15.9%
Q2 2023$3,749,915
+8.4%
23,967
-0.8%
0.20%
-3.5%
Q1 2023$3,459,723
+5.8%
24,170
-2.1%
0.20%
-9.4%
Q4 2022$3,270,366
-1.0%
24,701
-6.6%
0.22%
-11.5%
Q3 2022$3,302,000
-1.0%
26,451
+4.5%
0.25%
-1.6%
Q2 2022$3,335,000
-14.0%
25,303
+3.7%
0.26%
-5.2%
Q1 2022$3,880,000
-3.5%
24,399
+2.0%
0.27%
-5.9%
Q4 2021$4,019,000
+7.9%
23,909
-2.2%
0.29%
+2.5%
Q3 2021$3,725,000
+10.4%
24,441
+10.3%
0.28%
+4.9%
Q2 2021$3,375,000
+15.5%
22,157
+6.4%
0.27%
-1.5%
Q1 2021$2,921,000
+36.6%
20,832
+30.0%
0.27%
+35.5%
Q4 2020$2,139,000
+97.7%
16,028
+77.6%
0.20%
+62.6%
Q3 2020$1,082,000
+15.1%
9,027
+5.1%
0.12%
-3.1%
Q2 2020$940,000
+93.8%
8,589
+61.0%
0.13%
+44.3%
Q1 2020$485,000
-18.5%
5,336
+0.2%
0.09%
+8.6%
Q4 2019$595,000
+85.9%
5,323
+71.8%
0.08%
+62.0%
Q3 2019$320,000
+1.9%
3,0990.0%0.05%0.0%
Q2 2019$314,000
+11.3%
3,099
+7.3%
0.05%
-5.7%
Q1 2019$282,000
+0.4%
2,889
-5.4%
0.05%
-11.7%
Q4 2018$281,000
-36.9%
3,055
-31.0%
0.06%
-34.8%
Q3 2018$445,000
+6.2%
4,428
-1.2%
0.09%
-3.2%
Q2 2018$419,000
+7.2%
4,482
+3.8%
0.10%
-5.0%
Q1 2018$391,000
+69.3%
4,319
+71.7%
0.10%
+31.6%
Q4 2017$231,0002,5150.08%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,011$55,055,00018.93%
Global Endowment Management, LP 1,410,500$154,380,00011.55%
Cadence Bank 423,487$46,350,0009.56%
Black Diamond Financial, LLC 120,205$13,156,0008.59%
Verus Financial Partners, Inc. 290,062$31,747,0006.84%
HILLTOP WEALTH ADVISORS, LLC 31,873$3,489,0003.82%
Gray Wealth Management Inc. 37,583$4,1123.55%
Capital Advantage, Inc. 84,579$9,257,0003.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 302,549$33,117,0003.22%
Heartwood Wealth Advisors LLC 196,488$14,456,0002.86%
View complete list of VANGUARD WORLD FD shareholders