Lenox Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$51,000
-13.6%
1720.0%0.01%
-14.3%
Q4 2021$59,000
+11.3%
1720.0%0.01%0.0%
Q3 2021$53,000
-1.9%
1720.0%0.01%0.0%
Q2 2021$54,000
+5.9%
1720.0%0.01%0.0%
Q1 2021$51,000
+8.5%
1720.0%0.01%0.0%
Q4 2020$47,000
+17.5%
1720.0%0.01%
+16.7%
Q3 2020$40,000
+17.6%
1720.0%0.01%
+20.0%
Q2 2020$34,000
+36.0%
1720.0%0.01%0.0%
Q1 2020$25,000
-24.2%
1720.0%0.01%0.0%
Q4 2019$33,000
+6.5%
1720.0%0.01%0.0%
Q3 2019$31,0000.0%1720.0%0.01%0.0%
Q2 2019$31,000
+3.3%
1720.0%0.01%
-16.7%
Q1 2019$30,000
+15.4%
1720.0%0.01%0.0%
Q4 2018$26,000
-16.1%
1720.0%0.01%0.0%
Q3 2018$31,000
+6.9%
1720.0%0.01%0.0%
Q2 2018$29,0001720.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning DBA Harper Investing 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders