Lenox Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Lenox Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$143K	Hold	596	–	–	0.02%	133
2021 Q4	$168K	Hold	596	–	–	0.02%	127
2021 Q3	$167K	Hold	596	–	–	0.02%	117
2021 Q2	$173K	Hold	596	–	–	0.02%	111
2021 Q1	$164K	Hold	596	–	–	0.02%	97
2020 Q4	$160K	Hold	596	–	–	0.02%	101
2020 Q3	$128K	Hold	596	–	–	0.02%	103
2020 Q2	$119K	Hold	596	–	–	0.02%	94
2020 Q1	$90K	Hold	596	–	–	0.02%	96
2019 Q4	$118K	Hold	596	–	–	0.02%	111
2019 Q3	$108K	Hold	596	–	–	0.02%	110
2019 Q2	$111K	Hold	596	–	–	0.02%	106
2019 Q1	$107K	Hold	596	–	–	0.02%	103
2018 Q4	$90K	Sell	596 -1	-0.2%	-$165	0.02%	103
2018 Q3	$112K	Hold	597	–	–	0.02%	98
2018 Q2	$105K	Hold	597	–	–	0.02%	80
2018 Q1	$98K	Hold	597	–	–	0.02%	103
2017 Q4	$96K	Buy	+597	New	+$93.8K	0.03%	72
2014 Q1	–	Sell	-198	Closed	-$24K	–	331
2013 Q4	$24K	Buy	+198	New	+$23.4K	0.02%	104

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Lenox Wealth Advisors's VBK Position: Q1 2022 in Review

Lenox Wealth Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2022 at 596 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #133.

Lenox Wealth Advisors first reported a position in VBK in Q4 2013 and has held it in 19 quarters since. The position peaked at $173K in Q2 2021. 854 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

Lenox Wealth Advisors held 596 shares of Vanguard Small-Cap Growth ETF worth $143K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2022.
Vanguard Small-Cap Growth ETF made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #133 holding.
Lenox Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2013 and has held it in 19 quarters since.
Lenox Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $173K in Q2 2021.
854 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.