Lido Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 321 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,516,717
-6.5%
31,978
-1.4%
0.04%0.0%
Q2 2023$5,902,983
-0.7%
32,438
-2.9%
0.04%
-27.6%
Q1 2023$5,943,329
-48.3%
33,423
-50.5%
0.06%
-58.6%
Q4 2022$11,489,729
+127.9%
67,507
+98.7%
0.14%
+122.2%
Q3 2022$5,041,00033,9680.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders