Lido Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 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 Q3 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders