Dynamic Advisor Solutions LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,902,045
-6.5%
8,090
-2.6%
0.09%
-14.3%
Q2 2023$2,033,946
-0.3%
8,308
-2.8%
0.10%
-11.8%
Q1 2023$2,039,062
-4.5%
8,551
-0.6%
0.12%
-18.5%
Q4 2022$2,134,080
-6.0%
8,603
-15.2%
0.15%
-15.6%
Q3 2022$2,270,000
-7.3%
10,148
-2.5%
0.17%
-8.0%
Q2 2022$2,450,000
-0.5%
10,405
+7.5%
0.19%
+9.9%
Q1 2022$2,462,000
+0.4%
9,679
+5.2%
0.17%
-2.3%
Q4 2021$2,452,000
+7.2%
9,204
-0.5%
0.18%
+1.7%
Q3 2021$2,287,000
+15.3%
9,251
+15.3%
0.17%
+9.6%
Q2 2021$1,983,000
+15.3%
8,022
+6.7%
0.16%
-1.9%
Q1 2021$1,720,000
+7.3%
7,520
+5.0%
0.16%
+6.7%
Q4 2020$1,603,000
-8.3%
7,164
-16.4%
0.15%
-24.2%
Q3 2020$1,748,000
+17.7%
8,569
+11.2%
0.20%
-1.5%
Q2 2020$1,485,000
+19.4%
7,707
+2.9%
0.20%
-11.5%
Q1 2020$1,244,000
-10.8%
7,490
+3.0%
0.23%
+19.5%
Q4 2019$1,394,000
+20.4%
7,271
+5.3%
0.19%
+5.6%
Q3 2019$1,158,000
+6.8%
6,903
+10.7%
0.18%
+3.4%
Q2 2019$1,084,000
-41.9%
6,233
-42.4%
0.17%
-50.6%
Q1 2019$1,866,000
-30.9%
10,817
-33.1%
0.35%
-38.7%
Q4 2018$2,701,000
+200.4%
16,172
+177.3%
0.57%
+94.6%
Q4 2017$899,000
+305.0%
5,832
+222.2%
0.30%
+163.4%
Q3 2015$222,0001,8100.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders