Lenox Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 230 filers reported holding VANGUARD WORLD FD 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 Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2022$40,000
-13.0%
1750.0%0.01%0.0%
Q4 2021$46,000
+12.2%
1750.0%0.01%0.0%
Q3 2021$41,000
+2.5%
1750.0%0.01%0.0%
Q2 2021$40,000
+11.1%
1750.0%0.01%0.0%
Q1 2021$36,0000.0%1750.0%0.01%0.0%
Q4 2020$36,000
+12.5%
1750.0%0.01%0.0%
Q3 2020$32,000
+10.3%
1750.0%0.01%0.0%
Q2 2020$29,000
+31.8%
1750.0%0.01%
+25.0%
Q1 2020$22,000
-12.0%
1750.0%0.00%0.0%
Q4 2019$25,000
+8.7%
1750.0%0.00%0.0%
Q3 2019$23,0000.0%1750.0%0.00%0.0%
Q2 2019$23,000
+4.5%
1750.0%0.00%0.0%
Q1 2019$22,000
+15.8%
1750.0%0.00%0.0%
Q4 2018$19,000
-13.6%
1750.0%0.00%0.0%
Q3 2018$22,000
+4.8%
1750.0%0.00%
-20.0%
Q2 2018$21,0001750.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2019
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders