Dynamic Advisor Solutions LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,397,668
-6.8%
5,254
-5.3%
0.04%
-13.7%
Q1 2024$1,500,339
-1.1%
5,546
-6.9%
0.05%
-10.5%
Q4 2023$1,516,334
-20.3%
5,955
-26.4%
0.06%
-36.7%
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 2023
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
View complete list of VANGUARD WORLD FDS shareholders