Lido Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 406 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

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 Q1 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders