Lenox Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$170K	Buy	781 +475	+155%	+$105K	0.02%	122
2021 Q4	$78K	Hold	306	–	–	0.01%	201
2021 Q3	$72K	Hold	306	–	–	0.01%	190
2021 Q2	$72K	Hold	306	–	–	0.01%	183
2021 Q1	$66K	Hold	306	–	–	0.01%	157
2020 Q4	$65K	Hold	306	–	–	0.01%	162
2020 Q3	$55K	Hold	306	–	–	0.01%	158
2020 Q2	$51K	Hold	306	–	–	0.01%	160
2020 Q1	$39K	Hold	306	–	–	0.01%	164
2019 Q4	$49K	Hold	306	–	–	0.01%	179
2019 Q3	$45K	Hold	306	–	–	0.01%	167
2019 Q2	$46K	Hold	306	–	–	0.01%	148
2019 Q1	$44K	Hold	306	–	–	0.01%	143
2018 Q4	$37K	Hold	306	–	–	0.01%	146
2018 Q3	$44K	Buy	+306	New	+$42.9K	0.01%	145

Other funds holding VOT

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Lenox Wealth Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 155% in Q1 2022, buying an estimated $105K and bringing the position to 781 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #122.

Lenox Wealth Advisors first reported a position in VOT in Q3 2018 and has held it in 15 quarters since. 729 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

Lenox Wealth Advisors held 781 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $170K as of Q1 2022.
Lenox Wealth Advisors bought 475 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $105K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #122 holding.
Lenox Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 15 quarters since.
729 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2022.

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