Dynamic Advisor Solutions LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 376 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,220,188
+13.9%
8,829
+8.1%
0.04%
+5.6%
Q1 2024$1,071,405
+6.7%
8,165
-5.4%
0.04%
-2.7%
Q4 2023$1,004,212
+32.3%
8,635
+19.6%
0.04%
+2.8%
Q3 2023$759,210
+35.8%
7,218
+37.2%
0.04%
+24.1%
Q2 2023$559,252
+81.0%
5,261
+104.6%
0.03%
+31.8%
Q1 2022$309,000
-23.9%
2,571
-14.1%
0.02%
-24.1%
Q4 2021$406,000
+11.2%
2,992
+15.5%
0.03%
+7.4%
Q3 2021$365,000
+77.2%
2,591
+81.3%
0.03%
+68.8%
Q2 2021$206,0001,4290.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,515,659$154,400,0007.39%
Tatro Capital, LLC 45,469$4,632,0005.29%
Evensky & Katz LLC 248,383$25,303,0003.43%
Full Sail Capital, LLC 202,176$22,425,0002.81%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
BRANDYWINE OAK PRIVATE WEALTH LLC 148,178$15,094,0002.52%
Centered Wealth LLC dba Miller Equity Capital Advisors 16,175$1,648,0002.48%
Astor Investment Management LLC 93,816$9,557,0002.10%
FIRST FINANCIAL CORP /IN/ 23,962$2,441,0002.07%
LUCAS CAPITAL MANAGEMENT 14,180$1,445,0001.94%
View complete list of VANGUARD WORLD FDS shareholders