Dynamic Advisor Solutions LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,170,595
-1.0%
2,821
+5.5%
0.06%
-9.8%
Q2 2023$1,182,959
+16.2%
2,675
+1.3%
0.06%
+1.7%
Q1 2023$1,018,184
+47.6%
2,641
+22.3%
0.06%
+27.7%
Q4 2022$689,910
+7.1%
2,160
+3.1%
0.05%
-4.1%
Q3 2022$644,000
-23.7%
2,096
-18.9%
0.05%
-24.6%
Q2 2022$844,000
-29.7%
2,584
-10.3%
0.06%
-22.6%
Q1 2022$1,200,000
-3.8%
2,881
+5.8%
0.08%
-5.6%
Q4 2021$1,248,000
+9.0%
2,724
-4.5%
0.09%
+3.5%
Q3 2021$1,145,000
+2.0%
2,853
+1.3%
0.09%
-3.4%
Q2 2021$1,123,000
+14.8%
2,815
+3.2%
0.09%
-2.2%
Q1 2021$978,000
-17.9%
2,727
-19.0%
0.09%
-18.0%
Q4 2020$1,191,000
-1.2%
3,365
-13.1%
0.11%
-19.0%
Q3 2020$1,206,000
+51.5%
3,872
+35.6%
0.14%
+26.9%
Q2 2020$796,000
+100.5%
2,855
+52.4%
0.11%
+50.0%
Q1 2020$397,000
-29.7%
1,873
-18.8%
0.07%
-6.5%
Q4 2019$565,000
+17.2%
2,308
+3.2%
0.08%
+2.7%
Q3 2019$482,000
+25.8%
2,237
+23.2%
0.08%
+21.0%
Q2 2019$383,000
+14.0%
1,816
+8.4%
0.06%
-1.6%
Q1 2019$336,000
+13.5%
1,676
+1.3%
0.06%0.0%
Q4 2018$296,000
-27.5%
1,654
-18.0%
0.06%
-25.9%
Q3 2018$408,000
+24.8%
2,017
+11.8%
0.08%
+14.9%
Q2 2018$327,0001,8040.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders