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Lenox Wealth Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Lenox Wealth Advisors’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$100K Sell
1,371
-1,360
-50% -$98K 0.01% 172
2021
Q4 		$201K Buy
+2,731
New +$196K 0.02% 110

Other funds holding VONV

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Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lenox Wealth Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 50% in Q1 2022, selling an estimated $98K and leaving 1,371 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #172.

Lenox Wealth Advisors first reported a position in VONV in Q4 2021 and has held it in 2 quarters since. The position peaked at $201K in Q4 2021. 279 funds tracked by Wall St. Rank hold VONV as of Q1 2022.

  • Lenox Wealth Advisors held 1,371 shares of Vanguard Russell 1000 Value ETF worth $100K as of Q1 2022.
  • Lenox Wealth Advisors sold 1,360 Vanguard Russell 1000 Value ETF shares in Q1 2022, an estimated $98K.
  • Vanguard Russell 1000 Value ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #172 holding.
  • Lenox Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q4 2021 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's Vanguard Russell 1000 Value ETF position peaked at $201K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2022.

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