Lenox Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 248 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

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 2019
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 54,092$18,425,00013.43%
CABANA LLC 9,668$3,294,00011.58%
Beacon Capital Management, Inc. 730,779$248,947,0008.29%
Adaptive Financial Consulting, LLC 32,432$11,048,0006.31%
Grant/GrossMendelsohn, LLC 23,897$7,935,0006.30%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 255,880$87,170,0006.25%
Kinloch Capital, LLC 23,176$7,895,0004.89%
TRUST CO OF OKLAHOMA 42,460$14,464,424,0004.89%
EXCHANGE TRADED CONCEPTS, LLC 727,648$247,881,0004.80%
IronBridge Private Wealth, LLC 24,556$8,365,0004.35%
View complete list of VANGUARD WORLD FDS shareholders