Dynamic Advisor Solutions LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 489 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,429,830
-36.2%
9,666
-38.5%
0.04%
-40.8%
Q1 2024$2,239,407
-2.6%
15,706
-4.9%
0.08%
-11.6%
Q4 2023$2,299,107
-43.5%
16,513
-48.3%
0.09%
-55.2%
Q3 2023$4,069,780
-13.9%
31,910
-4.1%
0.19%
-21.6%
Q2 2023$4,728,709
-2.3%
33,261
+1.4%
0.24%
-13.4%
Q1 2023$4,840,895
-1.0%
32,815
+2.9%
0.28%
-15.3%
Q4 2022$4,891,839
+10.9%
31,898
+2.9%
0.33%
-0.6%
Q3 2022$4,410,000
-7.0%
31,003
-0.4%
0.34%
-7.7%
Q2 2022$4,742,000
-6.1%
31,127
-0.3%
0.36%
+3.7%
Q1 2022$5,049,000
+6.2%
31,206
+2.6%
0.35%
+3.2%
Q4 2021$4,756,000
+17.8%
30,407
+4.8%
0.34%
+11.8%
Q3 2021$4,039,000
+11.1%
29,026
+10.7%
0.30%
+5.6%
Q2 2021$3,637,000
+0.5%
26,213
+1.8%
0.29%
-14.3%
Q1 2021$3,619,000
+33.1%
25,756
+29.9%
0.34%
+31.8%
Q4 2020$2,720,000
+37.4%
19,823
+29.2%
0.26%
+13.3%
Q3 2020$1,980,000
+7.6%
15,339
+3.1%
0.22%
-9.6%
Q2 2020$1,840,000
+27.8%
14,877
+25.9%
0.25%
-5.3%
Q1 2020$1,440,000
+107.8%
11,814
+143.7%
0.26%
+179.8%
Q4 2019$693,000
+45.0%
4,848
+45.6%
0.09%
+27.0%
Q3 2019$478,000
+38.6%
3,329
+28.1%
0.07%
+34.5%
Q2 2019$345,000
+18.2%
2,598
+15.3%
0.06%0.0%
Q1 2019$292,000
+4.3%
2,254
-3.9%
0.06%
-6.8%
Q4 2018$280,000
+2.6%
2,345
+1.1%
0.06%
+3.5%
Q3 2018$273,000
+6.2%
2,320
+4.7%
0.06%
-1.7%
Q2 2018$257,000
+4.5%
2,216
+1.1%
0.06%
-7.9%
Q1 2018$246,000
-5.7%
2,192
-2.2%
0.06%
-26.7%
Q4 2017$261,000
-2.6%
2,242
-2.2%
0.09%
-18.9%
Q3 2017$268,000
+20.2%
2,292
+17.6%
0.11%
+23.3%
Q2 2017$223,000
+5.7%
1,949
+4.0%
0.09%
+4.9%
Q1 2017$211,000
+5.0%
1,8740.0%0.08%
+2.5%
Q4 2016$201,000
-4.7%
1,874
-5.1%
0.08%0.0%
Q3 2016$211,000
-1.9%
1,974
+5.3%
0.08%
-8.0%
Q2 2016$215,0001,8740.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders