Lido Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$11,778,621
-35.9%
28,389
-31.6%
0.09%
-31.3%
Q2 2023$18,362,073
-42.8%
41,528
-50.1%
0.13%
-58.0%
Q1 2023$32,083,942
+23.4%
83,233
+2.3%
0.31%
-1.6%
Q4 2022$25,997,779
+265.1%
81,393
+251.3%
0.32%
+256.2%
Q3 2022$7,121,000
-7.1%
23,171
-1.3%
0.09%
-12.7%
Q2 2022$7,669,000
-50.8%
23,485
-37.3%
0.10%
-41.4%
Q1 2022$15,596,000
-10.4%
37,448
-1.4%
0.17%
-8.4%
Q4 2021$17,401,000
+5.7%
37,980
-7.4%
0.19%
-17.4%
Q3 2021$16,462,000
+11.6%
41,023
+10.9%
0.23%
+12.2%
Q2 2021$14,755,000
-0.9%
37,000
-10.9%
0.20%
-20.2%
Q1 2021$14,890,000
-2.9%
41,535
-4.2%
0.26%
-19.7%
Q4 2020$15,332,000
+12.5%
43,336
-1.0%
0.32%
-8.3%
Q3 2020$13,632,000
+10.4%
43,770
-1.2%
0.35%
-6.4%
Q2 2020$12,351,000
+27.4%
44,315
-3.1%
0.37%
-9.5%
Q1 2020$9,694,000
-20.5%
45,745
-8.1%
0.41%
-15.1%
Q4 2019$12,195,000
+18.9%
49,804
+5.1%
0.48%
-6.6%
Q3 2019$10,253,000
+0.6%
47,382
-2.0%
0.52%
-11.0%
Q2 2019$10,191,000
+4.1%
48,326
-1.0%
0.58%
-8.3%
Q1 2019$9,793,000
+2950.8%
48,811
+2433.0%
0.64%
+1887.5%
Q4 2018$321,0001,9270.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders