Lenox Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2020$142,000
+15.4%
7410.0%0.04%
+2.4%
Q1 2020$123,000
-13.4%
7410.0%0.04%
+5.0%
Q4 2019$142,000
+14.5%
7410.0%0.04%
+11.1%
Q3 2019$124,000
-3.1%
7410.0%0.04%
-5.3%
Q2 2019$128,0000.0%7410.0%0.04%
-5.0%
Q1 2019$128,000
+7.6%
7410.0%0.04%0.0%
Q4 2018$119,000
-11.2%
7410.0%0.04%0.0%
Q3 2018$134,000
+13.6%
7410.0%0.04%
+5.3%
Q2 2018$118,000
+4.4%
7410.0%0.04%
+5.6%
Q1 2018$113,000
-0.9%
7410.0%0.04%
+2.9%
Q4 2017$114,000
+0.9%
7410.0%0.04%
-10.3%
Q3 2017$113,000
+2.7%
7410.0%0.04%
-13.3%
Q2 2017$110,000
+7.8%
7410.0%0.04%
-38.4%
Q1 2017$102,000
+8.5%
7410.0%0.07%
+2.8%
Q4 2016$94,000
-4.1%
7410.0%0.07%
-9.0%
Q3 2016$98,000
+1.0%
7410.0%0.08%
+11.4%
Q2 2016$97,000
+6.6%
7410.0%0.07%
+11.1%
Q1 2016$91,000
-7.1%
7410.0%0.06%
-17.1%
Q4 2015$98,0007410.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 605,489$61,215,0007.24%
Beacon Capital Management, Inc. 230,944$23,349,0006.98%
New England Investment & Retirement Group, Inc. 108,576$10,977,0006.83%
WBH ADVISORY INC 230,206$23,274,0004.70%
Richard C. Young & CO., LTD. 201,537$20,375,0004.42%
NewFocus Financial Group, LLC 43,270$4,375,0003.69%
Main Management LLC 134,168$13,564,0003.23%
NIEMANN CAPITAL MANAGEMENT INC 31,558$3,190,554,0002.20%
IMA Wealth, Inc. 36,230$3,663,0001.74%
RAND WEALTH, LLC 94,725$9,577,0001.70%
View complete list of VANGUARD WORLD FDS shareholders