Lenox Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.

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 Q2 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders