Dynamic Advisor Solutions LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$217,768
-9.8%
1,718
-18.7%
0.01%
-28.6%
Q1 2023$241,446
+5.0%
2,114
+11.4%
0.01%
-12.5%
Q4 2022$230,009
-12.9%
1,897
-28.6%
0.02%
-20.0%
Q2 2022$264,000
-36.5%
2,656
-31.7%
0.02%
-31.0%
Q1 2022$416,000
+90.8%
3,888
+72.8%
0.03%
-65.9%
Q1 2017$218,000
-19.0%
2,250
-12.5%
0.08%
-20.6%
Q4 2016$269,000
-10.3%
2,570
-16.4%
0.11%
-6.1%
Q3 2016$300,000
+13.2%
3,073
+10.5%
0.11%
+6.5%
Q2 2016$265,000
+16.2%
2,781
+4.5%
0.11%
+10.3%
Q1 2016$228,000
+2.7%
2,662
+1.5%
0.10%
-13.4%
Q3 2015$222,000
-34.5%
2,622
-15.4%
0.11%
-34.1%
Q1 2015$339,000
+25.6%
3,100
+28.1%
0.17%
+17.2%
Q4 2014$270,000
+35.0%
2,420
+73.9%
0.14%
+20.8%
Q2 2014$200,000
-9.5%
1,392
-19.2%
0.12%
-20.5%
Q1 2014$221,000
-3.9%
1,722
-5.5%
0.15%
-11.2%
Q4 2013$230,0001,8220.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders