Lido Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,165,280
+14.2%
5,136
+18.5%
0.01%
+28.6%
Q2 2023$1,020,103
+76.2%
4,334
+53.1%
0.01%
+16.7%
Q1 2023$579,042
-88.6%
2,831
-86.9%
0.01%
-89.5%
Q1 2022$5,076,000
-15.1%
21,564
-5.9%
0.06%
-12.3%
Q4 2021$5,977,000
+3.9%
22,925
-6.4%
0.06%
-18.8%
Q3 2021$5,750,000
-0.8%
24,493
-2.2%
0.08%
-1.2%
Q2 2021$5,797,000
+1595.0%
25,053
+1415.6%
0.08%
+1250.0%
Q1 2021$342,000
-93.3%
1,653
-93.4%
0.01%
-94.4%
Q4 2020$5,109,000
+6.2%
25,076
-3.3%
0.11%
-13.0%
Q3 2020$4,810,000
+1427.0%
25,943
+958.5%
0.12%
+296.8%
Q3 2018$315,0002,4510.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders