Lido Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 345 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$882,251
+11.0%
4,525
-12.9%
0.01%
+16.7%
Q2 2023$794,553
+69.9%
5,198
+111.7%
0.01%
+20.0%
Q1 2023$467,724
+4.5%
2,455
+0.2%
0.01%0.0%
Q4 2022$447,418
+29.3%
2,449
+11.5%
0.01%
+25.0%
Q3 2022$346,000
-3.6%
2,1970.0%0.00%
-20.0%
Q2 2022$359,000
-15.7%
2,197
+0.2%
0.01%0.0%
Q1 2022$426,000
+8.4%
2,192
+13.2%
0.01%
+25.0%
Q4 2021$393,000
+7.4%
1,937
-0.8%
0.00%
-20.0%
Q3 2021$366,000
-4.4%
1,9520.0%0.01%0.0%
Q2 2021$383,000
+2.7%
1,952
-0.9%
0.01%
-16.7%
Q1 2021$373,000
+14.8%
1,969
+3.0%
0.01%
-14.3%
Q4 2020$325,000
+0.9%
1,912
-14.1%
0.01%
-12.5%
Q3 2020$322,000
+22.4%
2,227
+9.9%
0.01%0.0%
Q2 2020$263,000
+16.4%
2,027
-1.1%
0.01%
-20.0%
Q1 2020$226,000
-44.9%
2,049
-23.1%
0.01%
-37.5%
Q4 2019$410,0002,6660.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders