Lenox Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 470 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 1.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2020$41,000
+32.3%
1500.0%0.01%
+18.2%
Q1 2020$31,000
-16.2%
1500.0%0.01%
+10.0%
Q4 2019$37,000
+15.6%
1500.0%0.01%
+11.1%
Q3 2019$32,000
+3.2%
1500.0%0.01%0.0%
Q2 2019$31,000
+3.3%
1500.0%0.01%0.0%
Q1 2019$30,000
+20.0%
1500.0%0.01%
+12.5%
Q4 2018$25,000
-16.7%
1500.0%0.01%
-11.1%
Q3 2018$30,000
+11.1%
1500.0%0.01%0.0%
Q2 2018$27,000
+8.0%
1500.0%0.01%
+12.5%
Q1 2018$25,0000.0%1500.0%0.01%0.0%
Q4 2017$25,000
+13.6%
1500.0%0.01%0.0%
Q3 2017$22,000
+4.8%
1500.0%0.01%
-11.1%
Q2 2017$21,000
+5.0%
1500.0%0.01%
-35.7%
Q1 2017$20,000
+150.0%
150
+123.9%
0.01%
+133.3%
Q4 2016$8,0000.0%670.0%0.01%0.0%
Q3 2016$8,000
+14.3%
670.0%0.01%
+20.0%
Q2 2016$7,0000.0%670.0%0.01%0.0%
Q1 2016$7,0000.0%670.0%0.01%0.0%
Q4 2015$7,000670.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders