Lenox Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

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 2021
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders