Lido Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,462,510
-10.5%
13,481
-4.7%
0.02%
-5.0%
Q2 2023$2,750,441
-6.2%
14,144
-6.7%
0.02%
-31.0%
Q1 2023$2,932,921
+6.3%
15,156
+5.2%
0.03%
-14.7%
Q4 2022$2,759,658
+8.3%
14,405
-2.9%
0.03%
+6.2%
Q3 2022$2,548,000
-11.3%
14,833
-4.3%
0.03%
-15.8%
Q2 2022$2,874,000
-5.8%
15,506
-0.4%
0.04%
+11.8%
Q1 2022$3,050,000
+4.4%
15,571
+6.5%
0.03%
+6.2%
Q4 2021$2,921,000
+15.6%
14,618
+3.6%
0.03%
-8.6%
Q3 2021$2,527,000
+6.1%
14,105
+8.1%
0.04%
+6.1%
Q2 2021$2,382,000
+11.9%
13,052
+9.3%
0.03%
-10.8%
Q1 2021$2,128,000
+1.6%
11,939
-0.9%
0.04%
-15.9%
Q4 2020$2,094,000
+4.4%
12,043
-1.9%
0.04%
-13.7%
Q3 2020$2,006,000
+9.7%
12,279
+0.4%
0.05%
-7.3%
Q2 2020$1,829,000
+5.2%
12,227
-3.1%
0.06%
-25.7%
Q1 2020$1,739,000
-13.5%
12,618
+1.2%
0.07%
-7.5%
Q4 2019$2,010,000
+19.3%
12,469
+16.7%
0.08%
-5.9%
Q3 2019$1,685,000
+10.1%
10,687
+3.9%
0.08%
-2.3%
Q2 2019$1,530,000
+2.0%
10,288
-0.5%
0.09%
-10.3%
Q1 2019$1,500,000
+62.3%
10,336
+46.7%
0.10%
+6.6%
Q4 2018$924,000
-6.6%
7,046
-0.2%
0.09%
-5.2%
Q3 2018$989,000
+13.3%
7,062
+8.6%
0.10%
-4.0%
Q2 2018$873,000
+6.1%
6,502
+7.5%
0.10%
-11.5%
Q1 2018$823,000
+17.4%
6,050
+25.9%
0.11%
+13.0%
Q4 2017$701,000
+15.1%
4,805
+7.6%
0.10%
+3.1%
Q3 2017$609,000
+17.8%
4,464
+21.7%
0.10%
-9.3%
Q2 2017$517,000
+4.0%
3,669
+4.7%
0.11%
-22.5%
Q1 2017$497,000
+3.8%
3,504
-2.0%
0.14%
+16.9%
Q4 2016$479,000
+43.0%
3,574
+45.9%
0.12%
+15.7%
Q3 2016$335,0002,4490.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders