Lenox Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$80,000
+40.4%
200
+60.0%
0.01%
+42.9%
Q4 2021$57,000
+14.0%
1250.0%0.01%
+16.7%
Q3 2021$50,000
-66.4%
125
-89.9%
0.01%
-86.4%
Q3 2016$149,000
+12.0%
1,2410.0%0.04%
+12.8%
Q2 2016$133,000
-2.2%
1,2410.0%0.04%
-4.9%
Q1 2016$136,000
+1.5%
1,2410.0%0.04%
-4.7%
Q4 2015$134,0001,2410.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders