Lenox Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 617 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.

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 Q3 2019
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders