Dynamic Advisor Solutions LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.

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 ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders