Dynamic Advisor Solutions LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 538 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$582,670
-28.4%
3,190
-23.7%
0.03%
-33.3%
Q2 2023$813,446
+2.8%
4,183
+2.3%
0.04%
-8.7%
Q1 2023$791,365
+1.5%
4,089
+0.5%
0.05%
-13.2%
Q4 2022$779,361
+8.5%
4,068
-2.7%
0.05%
-3.6%
Q3 2022$718,000
-10.2%
4,181
-3.1%
0.06%
-9.8%
Q2 2022$800,000
+154.0%
4,316
+138.1%
0.06%
+110.3%
Q4 2020$315,000
+4.7%
1,813
-1.5%
0.03%
-14.7%
Q3 2020$301,000
+11.9%
1,840
+2.4%
0.03%
-5.6%
Q2 2020$269,000
+26.9%
1,797
+16.6%
0.04%
-7.7%
Q1 2020$212,000
+1.9%
1,541
+19.6%
0.04%
+39.3%
Q4 2019$208,000
-20.0%
1,289
-27.9%
0.03%
-42.9%
Q1 2019$260,000
+22.1%
1,788
-2.8%
0.05%
-61.7%
Q2 2014$213,000
+0.5%
1,840
-4.0%
0.13%
-11.7%
Q1 2014$212,000
+2.9%
1,917
+2.7%
0.14%
-5.2%
Q4 2013$206,0001,8670.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders