Lenox Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 265 filers reported holding VANGUARD WORLD FD in Q4 2019. The put-call ratio across all filers is 0.91 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 Q4 2019
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders