Lenox Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$225K	Hold	3,931	–	–	0.03%	105
2021 Q4	$241K	Buy	3,931 +177	+5%	+$11K	0.03%	96
2021 Q3	$229K	Hold	3,754	–	–	0.03%	94
2021 Q2	$238K	Hold	3,754	–	–	0.03%	95
2021 Q1	$228K	Buy	+3,754	New	+$228K	0.03%	77
2018 Q1	–	Sell	-177	Closed	-$10K	–	564
2017 Q4	$10K	Buy	+177	New	+$9.52K	﹤0.01%	172

Other funds holding VEU

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lenox Wealth Advisors held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q1 2022 at 3,931 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #105.

Lenox Wealth Advisors first reported a position in VEU in Q4 2017 and has held it in 6 quarters since. The position peaked at $241K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold VEU as of Q1 2022.

Lenox Wealth Advisors held 3,931 shares of Vanguard FTSE All-World ex-US ETF worth $225K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q1 2022.
Vanguard FTSE All-World ex-US ETF made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #105 holding.
Lenox Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and has held it in 6 quarters since.
Lenox Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $241K in Q4 2021.
1,074 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2022.

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